Amanda Harris Advisory

AI in the Flow

Give AI a useful role in the work.

Find where AI or automation can help a real workflow: interpreting information, preparing an output, routing a request, or supporting a decision. Start with the task and the people responsible for it.

A GOOD STARTING POINT WHEN

Does this sound familiar?

  • A repeated task has clear inputs and an output that someone can review.
  • The team wants to understand where AI could help its actual work.
  • A potential use case needs ownership, review, and a way to judge its usefulness.

Choose the work before the tool

Start with a specific task in the way your team operates. What information arrives, what does someone do with it, and what needs to happen next? That context makes it possible to consider a useful role for AI or automation.

The opportunity review follows the workflow and the people responsible for it. Interpreting information, preparing an output, routing a request, and supporting a decision each call for different expectations. We clarify the task before shaping a practical use case.

Keep judgment in the process

A reviewable output gives the responsible person a way to judge whether the result is useful. The review process addresses what information can be used, who checks the output, and how that output fits into the next step of the work.

Bring an example of the current task, its inputs, and the result the team needs. Existing rules, tool permissions, and the judgment required to do the work are part of the context. The people who know the task help define what an acceptable result looks like.

Define what the work needs to show

Measures for effort, quality, and adoption give the team a basis for reviewing the use case. The useful questions depend on the task: how much preparation it requires, whether the output meets the team’s needs, and how it fits into the working routine.

We agree the pilot or implementation scope around that context. The scope includes the responsibilities and review process needed for the proposed use. A clearer handoff or better use of an existing system can also emerge as a useful change.

Connect the use case to the wider workflow

AI in the Flow can support a specific opportunity within reporting, collaboration, or another recurring process. A Reporting-to-Action Pilot may be appropriate when the main issue is how a report connects to decisions and owners. A TeamOS Build can support agreed implementation where the required tools, access, and capabilities fit.

We choose the engagement around the work in front of you and agree deliverables, responsibilities, timing, and fees before it begins. The intended result guides the conversation throughout.

THE AGREED OUTPUTS

What you leave with.

  • A focused workflow and opportunity review
  • A practical use case and review process
  • An agreed pilot or implementation scope
  • Measures for effort, quality, and adoption

We agree on scope, responsibilities, timing, and fees before the engagement begins.

Prepare a conversation brief

The brief is for your own use. Downloading it doesn’t send an inquiry.