Use one real task, one approved AI tool, and one review checklist. The goal is not “AI transformation.” The goal is one useful, measurable first win.
Pick work that is repetitive, text-heavy, and easy for a human to review: drafting a customer follow-up, summarizing notes, turning bullet points into a social post, or organizing an intake message.
Avoid for your first test: medical, legal, safety, hiring, credit, insurance-coverage, or other high-stakes decisions.
Write down what “good” means before you prompt: correct facts, your tone, required fields, and the maximum time you are willing to spend reviewing the output.
Use sample or non-sensitive data until you have checked the tool's business privacy controls.
Record the old time, new time, number of corrections, and whether the result was actually usable. If the task works three times in a row, it is a candidate for a repeatable workflow.