Resource note
Resources / AI Business Systems
An AI assistant used for one task is different from a workflow that relies on AI output to move information or decisions between systems. Before automating outward-facing copy, internal summaries, or decision support, write down:
- What task or decision is in scope, and who owns it?
- Which tool, account, or model may be used?
- What information may be entered, and what is out of bounds?
- Who checks the output before it is used or sent?
- How will errors, exceptions, or a service interruption be handled?
- What measure will show whether the change is useful?
Example: internal summaries
For a meeting-summary assistant, name the permitted meeting types, identify whether private or client information may be included, keep source notes available to the reviewer, and require someone to check decisions and assigned actions before adding them to a system of record.
Start with one workflow and a baseline. If a review cannot name an owner, data boundary, or way to stop the automation, resolve that gap before connecting additional systems. These questions are a planning aid, not a legal or security assessment.