Workflow Automation

Redesign tasks, rules, handoffs, exceptions, approvals, and evidence before automating them.

Workflow AutomationJul 26, 2026
Redesigning Exceptions, Approvals, and Handoffs Before Workflow Automation
Practical guide to mapping real workflows, redesigning exceptions, testing approvals, defining handoffs, and deciding when automation is ready to deploy.

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Ten topics covering the full life of an AI program, from first use case to retirement.

Connect business needs, capability choices, sequencing, economics, governance, and learning.

Find decision, content, knowledge, prediction, and workflow opportunities grounded in real work.

Apply language and media systems to drafting, retrieval, service, analysis, and assistance responsibly.

Extract, classify, validate, route, and review information from business documents.

Design bounded assistants and agents with tools, context, permissions, evaluation, and escalation.

Test usefulness, accuracy, robustness, safety, bias, latency, and cost against real scenarios.

Establish ownership, inventory, risk tiers, controls, transparency, review, and incident paths.

Prepare roles, skills, workflows, incentives, managers, and feedback for responsible use.

Manage versions, prompts, data, access, performance, drift, failures, spend, and retirement.