AI workflow adoption
Introducing AI into a work process for a defined purpose, with appropriate tools, safeguards, and human responsibility.
01
Why AI is being introduced
The goal is to explore where AI can make everyday work clearer, faster, or easier—while keeping people responsible for decisions and outcomes.
AI tools can help people work with information in new ways, from creating a first draft to finding themes across documents. Thoughtful AI workflow adoption means choosing use cases that fit the work, using tools reviewed for the intended purpose, and building in human judgment from the start.
Generative AI
AI that creates new content—such as text, summaries, images, or code—in response to instructions and input.
Human-in-the-loop review
A person checks AI output, applies context and expertise, and decides whether it is suitable to use.
02
Practical benefits for everyday work
Think of AI as a capable assistant for specific tasks—not as an authority or a substitute for expertise.
Make a first pass
Get a starting draft, outline, or alternate phrasing to refine in your own voice.
Find useful signals
Surface themes, questions, or relevant material across permitted sources.
Reduce routine effort
Streamline repeatable, low-risk steps so you can focus attention where it matters.
Drafting and summarizing
Create an outline, simplify a draft, or summarize permitted material. Check against the original before sharing.
Research and discovery
Generate search terms, organize findings, and confirm discoveries in reliable source material.
Brainstorming and analysis
Explore options and analysis plans, then independently verify calculations, assumptions, and conclusions.
03
A simple “try it safely” workflow
A good first experiment is small, low-risk, and easy to check.
Choose an appropriate task
Start with a bounded task where an imperfect first pass is easy to spot and correct.
Use an approved tool
Check the approved tools directory and limitations for the intended use.
Share permitted information
Use the minimum necessary input and follow data-handling rules.
Review the output
Check that it answers the request, fits the context, and suits its audience.
Validate important facts
Verify claims, citations, calculations, and assumptions with reliable sources.
Take accountability
Edit, approve, and stand behind anything you use or share.
04
Principles for responsible AI use
Human oversight
Keep a person involved in decisions, approvals, and consequential work.
Privacy and confidentiality
Use only information permitted for the specific tool and purpose.
Security and accuracy
Use approved tools; assume output may be incomplete or wrong and verify what matters.
Bias and fairness
Look for stereotypes, exclusion, or unequal impacts.
Transparency
Follow relevant disclosure rules and be clear when AI assistance matters.
Intellectual property
Respect rights and licensing; check that inputs and intended uses are allowed.
05
Do / Avoid
Do
- Use an approved tool for an appropriate, defined task.
- Give clear instructions and only permitted information.
- Review tone, context, facts, and potential bias.
- Check sources and keep accountability for decisions.
Avoid
- Entering sensitive information without authorization.
- Assuming confident-sounding output is correct.
- Using AI as the sole basis for consequential decisions.
- Sharing generated material without checking accuracy and rights.
06
Examples by role and team
Communications and marketing
Explore headline options or adapt drafts, with human review for accuracy, voice, and rights.
People and operations
Draft a generic process checklist or organize public, non-sensitive guidance.
Research and strategy
Generate questions or organize permitted, cited material into themes.
Finance and analytics
Get help explaining a formula; validate data handling, calculations, and interpretations.
Customer-facing teams
Prepare a response outline, then check it against current approved information.
Technology and project teams
Brainstorm test cases or summarize non-sensitive notes, then verify details.
07
Frequently asked questions
Does AI replace my professional judgment?
No. AI can help with tasks, but it does not replace your expertise or accountability.
What information may I enter into an AI tool?
Use only information permitted by your organization’s policies and the specific tool’s approval.
How should I verify AI-generated output?
Check important facts against trustworthy source material and review for errors, bias, and unsupported claims.
Where can I get help?
Start with your organization’s internal AI policy, approved tools directory, and training and support resources.
08
Guidance and resources
Before using AI for work, confirm that your intended tool and use case are approved.
- [Internal AI policy] — requirements and data-handling rules.
- [Approved tools directory] — approved tools and limitations.
- [Training and support] — learning resources and help.
Start with the guidance, then start small. AI at work is most useful when the task is a good fit, information is protected, and people remain accountable for the outcome.