01
Define the task through examples
Bring a typical input, the expected output and a few cases that make the work difficult. A file conversion, validation check or report assembly needs explicit rules and a way to identify incomplete records. Keeping the scope contained makes the result easier to test and maintain.
A tool may replace spreadsheet logic or connect to another application. Integration services handles the connection when records need to move between systems.
02
Use interpretation only where it helps
Free-text requests may need classification before a tool can act on them. AI can be considered for that interpretation, with a person reviewing uncertain cases. Calculations and eligibility rules should remain explicit and testable.
If the task grows into several approvals and handoffs, workflow automation provides the wider routing. Agree who maintains the rules and how changes will be reviewed after the tool is in use.