Reading guide · Intelligent Automation
AI tool selection: from task to suitable working practice
You want to use AI for recurring work. Start with the task, information and review needed. This guide helps you support your choice before investigating an additional tool or integration.
Step 1 of 5
Start with the task and existing software
What do you want to improve, and which capabilities are already available and permitted? Also consider a template or simpler working agreement.
What should you record? The task, expected outcome and current capability.
Read about AI in existing softwareStep 2 of 5
Determine which information you can use
Identify the information needed, its purpose and the specific service or account. Have unclear permissions and terms assessed first.
What should you record? Required information, permitted environment and open questions.
Read about business data in AI toolsStep 3 of 5
Compare a tool with an agreed workflow
Does a standalone application fit, or do repetition and handovers require shared agreements or integration? Include the remaining review work.
What should you record? Possible approaches and why one option deserves further investigation.
Compare an AI tool and workflowStep 4 of 5
Make human review practical
Decide what support may prepare, who decides and which information they need to assess an outcome.
What should you record? Reviewer, permitted actions and when a person takes over.
Read about human reviewStep 5 of 5
Agree working practices with your team
Document use, responsibility and maintenance. Choose one open question for a limited trial or further discussion.
What should you record? Next action, responsible role and review point.
Read about team AI agreements
Define your next step
Use the existing process canvas to organise the task, people involved and open question. When preparing a trial, the pilot checklist helps discuss scope, test cases and responsibilities.
Discuss your question
Bring one task or process and one open question. The first conversation with Joshua takes around 30 minutes and is free and without obligation. Further investigation or implementation is agreed separately.