01 / PROJECT CONSIDERATIONS
Map the trigger and the responsibility
A useful automation begins with a real event: an enquiry arrives, a record changes or an approval is completed. We map which data it needs, who owns the decision and what the next system should receive. Clear ownership keeps a failed automation from becoming an invisible gap.
02 / PROJECT CONSIDERATIONS
Keep exact rules deterministic
Field validation, duplicate detection and calculations usually benefit from ordinary program logic. AI can be added for tasks such as drafting or classifying text when the output is reviewable. We separate those roles so a model is not quietly deciding an exact financial or operational rule.
03 / PROJECT CONSIDERATIONS
Design the failure path
Connections fail and webhooks may arrive twice. The scope should specify stable identifiers, retries, timeouts and an observable record of acceptance. A person needs to know whether work is queued, completed or requires attention. That is more important than a demonstration that works once on a perfect connection.
04 / PROJECT CONSIDERATIONS
Measure the workflow you changed
We agree a practical acceptance measure such as a completed handover, fewer manual entry steps or an accurate reconciliation. Any promised saving needs a baseline from your own process. We do not borrow efficiency percentages from unrelated projects or present a prepared flow demonstration as a live customer integration.