Start with a recurring task
Look for work that happens frequently and follows a recognisable pattern: finding an internal document, drafting a reply, classifying an enquiry or summarising a meeting. Describe the task, the person responsible and the result they need before choosing a tool.
Define what good looks like
Use a small set of representative examples to compare the current process with an assisted process. Review accuracy, time spent checking results and what happens when the system does not have enough information. A faster draft is useful only when the final result is dependable.
Keep ownership clear
Decide which information the system may access and which actions require a person to approve. Start with suggestions and drafts before allowing changes to customer records or external communications. Provide a clear route to human review.
Run a focused pilot
Choose one workflow and one owner. Document errors and edge cases, review the results with the people doing the work, and expand only when the pilot shows a useful improvement. The best first step may be a simpler process rather than a more complicated system.