Start with small, low-risk tasks and measure whether AI genuinely improves the work.
Draft routine communications
Use an approved AI assistant to prepare a first draft from non-sensitive instructions. A person should check factual accuracy, tone, attachments and recipients before sending.
Summarise approved meeting notes
Where consent and data-handling rules permit, AI can turn notes into proposed decisions and actions. Confirm names, owners and deadlines against the original notes.
Build a reviewed prompt library
Create reusable prompts for outlines, checklists and formatting. Avoid embedding customer data or confidential information in templates.
Categorise non-sensitive enquiries
An approved workflow may suggest categories or routes for incoming enquiries. Keep a person responsible for exceptions and any consequential customer decision.
Measure and improve
Compare time saved against error rates and rework. Document ownership, access and escalation, and stop workflows that introduce unacceptable risk.
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Learn these skills with Matthew Southgate in our combined full-day course. View and book upcoming training events, or register interest in the online training course.