Plan one workflow.
Make ownership clear.

Use these six prompts before choosing software or hiring support.

1. Define the task

Describe one recurring task, how often it happens, and who does it today.

2. Name the input

List the systems and source information required. Confirm who can approve access.

3. Define the output

Describe what a useful result looks like. Include what it must not infer or decide.

4. Assign human ownership

Choose a reviewer and define the situations that need approval or escalation.

5. Measure the baseline

Record current time, correction effort, and errors before changing the process.

6. Test a small scope

Use representative examples, review the output, and agree on launch criteria before expanding.