Choose a bounded task
Start with a repeated task whose input and expected output can be described clearly. Extracting fields from an incoming document or preparing a draft response is easier to assess than a broad instruction to “automate the business.” Define what a good result looks like.
Give each connection a clear job
An API connection should move specific information between named systems. Confirm the available permissions, required fields and supported operations. Keep credentials on the server and grant only the access the workflow requires.
Design the review and exception paths
AI output can be incomplete or incorrect. Decide what needs a person’s review before it changes a business record or reaches a customer. For API failures, plan retries carefully and prevent repeated requests from creating duplicate records.
Measure the whole process
Try representative examples, including incomplete documents and unexpected inputs. Track the time spent reviewing and correcting output alongside the time saved. Keep an understandable activity log and a way to pause the workflow when something goes wrong.
Have a project in mind?
Tell us about your current workflow and what you want to improve.