Explain the options in plain language, including what they can do and where their limits are.
Focus on repeated tasks and frustrating delays that make a practical difference to your day.
Think through the information, exceptions and handoffs a workflow needs to be useful.
Start with a manageable process and review what it changes before expanding the setup.
Agree what a system can access, which actions need approval and when a person takes over.
Make space for your team’s judgement and your customers’ need for a real conversation.
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