Start with the current process
Log a week of repeat work: who does it, which tools they use and how long it takes. Break it into inputs, decisions, actions and exceptions. Choose one manageable pilot.
Define the boundaries
Use rules for deterministic field mapping and AI for unstructured content. Keep review where an incorrect action has a meaningful business impact.
Validate with real samples
Compare handling time, field completeness and exceptions on real samples. Expand only after the team can explain and operate the workflow.
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