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AI in Practice

Three questions to ask before automating a process

Before automating any process, answer three questions: is it stable, who reviews the result, and how you will know it worked. A short checklist.

On this page
  1. Is the process stable?
  2. Who reviews the result?
  3. What does success look like?

Is the process stable?

Automate a process only after the team agrees on how it should run. Automating a moving target multiplies the confusion.

Who reviews the result?

Name the person who checks the output in the first weeks, and how they report a mistake.

What does success look like?

Pick one measure, such as time per task or number of corrections, and write down today's value before you start.

About the author

Valentina Vanegas

AI Leader, Sourcy

Leads AI at Sourcy, where the team designs and implements AI agents and industry platforms for small and mid-size businesses in Florida.

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