Read, extract and draft
Use AI for a clearly bounded task, with reliable source material and checks for mistakes.
Start with the work inside the job. For a UK service business, chasing quotes, collecting client documents and updating the CRM each need a different balance of automation and human judgement.
Assess one task at a time. Repetitive work is a candidate for automation; uncertainty, relationships and consequential decisions still need an owner.
Use AI for a clearly bounded task, with reliable source material and checks for mistakes.
Let AI draft the response or summarise the case. A colleague checks the evidence and decides.
Move structured data, send reminders and route work when the conditions are explicit.
People handle negotiations, sensitive exceptions and decisions that affect others.
These are starting points for investigation, not promises about what your systems can already do.
Explain the actual steps, the systems involved and where your team loses time.
Identify which steps follow rules and which need interpretation, approval or a conversation.
Choose one bounded pilot, name its owner and measure errors as well as time saved.
A job usually combines routine tasks, exceptions and relationships. This assessment looks at workflow steps; it does not predict job losses or recommend staffing decisions.
No. When inputs and rules are predictable, ordinary automation may be easier to test and maintain. Use AI when interpretation adds something useful.
Choose frequent, low-risk work with a clear owner and a reversible outcome. A draft follow-up or an internal summary is easier to evaluate than an automated customer decision.