Start with one workflow and the decision your team needs to make. These guides move from identifying the work to comparing approaches and writing a testable scope.
- 01
Custom AI systems for operations teams: what to define before you build
Decide whether an operations workflow needs custom AI. Use a practical brief to define its records, decisions, permissions, exceptions and success criteria.
- 02
No-code automation or custom AI? Test the workflow before choosing
Compare existing software, no-code automation, custom code and hybrid AI workflows with a worksheet for requirements, evidence, exceptions and maintenance.
- 03
How to scope an AI workflow before commissioning a build
Prepare an AI workflow scope with data permissions, approval rules, acceptance scenarios, operating ownership and a clear handoff before commissioning work.
Each worksheet is a starting point for discussion. Examples are hypothetical; requirements and acceptance criteria should be agreed for your own team.