REVIEWED / JULY 22, 2026
Frame the work
Choose one boring, repeatable task before choosing an AI tool
Find a narrow workflow with visible inputs and a reversible output before testing automation.
What this guide should leave behind
A one-sentence workflow boundary names the trigger, input, draft output, reviewer, and final action.
Work the boundary in this order
- 01
List tasks repeated weekly that consume attention but do not require hidden judgment at every step.
- 02
Choose one task with a known input, a reviewable draft, and a human who already owns the final decision.
- 03
Shrink the trial to one document type, one audience, and one ordinary scenario.
- 04
Name what stays manual and the condition that ends the trial.
Foundations worth seeing
- The task exists today.
- The output can be checked before use.
- A person owns the final action.
- Failure can be contained and reversed.