Choose a bounded use case
Bring one repetitive task, the information it uses and the desired result. Document assistance, content search or draft generation should be evaluated against an existing workflow.
Check feasibility first
Availability of reliable source material, permissions and acceptable error rates shape the solution. A discovery step establishes whether an AI integration is appropriate and deliverable.
Protect data and credentials
Define what may be sent to an external provider. Provider keys belong on a server; access checks and data minimisation must surround the integration.
Evaluate before rollout
Use representative examples to check output quality, latency and cost. Provide a human review or fallback path for uncertain results and expand only after evaluation.