01
Start with one real, repeatable business task
Choose work the team encounters regularly, whose result can be checked, and whose method is worth retaining.
- Confirm the task objective, users, inputs, current method, and final decision owner.
- Separate work an Agent may prepare from actions that still require human approval.
- Collect the operating documents, terminology, exceptions, and quality requirements allowed in the project.
- Define successful examples, failed examples, and safety boundaries that must not be crossed.