Choose one repeated task to start with.

Start with something your team already does: collect details from a file, re-enter information in a spreadsheet or put a document into a company format. Describe where the repetition happens before choosing a tool.

The three public examples show possible patterns. They do not define the full scope of a company setup, or prove that a different input can already be processed.

An approved template or a previously checked output makes the discussion concrete. Identify which fields must be copied, which rules apply and which details need a person’s judgment.

A desktop workspace can bring a configured task and its results together. Its supported inputs and output contract still need to be tested for your materials.

Name the person who understands the source and can judge the output. Agree what a useful result means and how errors or missing information should be handled.

The pilot should provide evidence for a decision to continue, refine or stop. Do not assume a time saving or an accuracy level before measuring the agreed task.

One task your team repeats.

An approved template and representative input types.

A review owner and clear acceptance criteria.