Start by describing a recurring task in one sentence. For example: prepare a draft reply to a common opening-hours question using an approved FAQ. A narrow task is easier to evaluate than a request to automate customer service.
Describe the current process before choosing a tool. Who receives the question? Where does the approved answer live? Who checks the reply? What happens when the information is missing or the customer asks something unusual?
Choose a clear boundary for a first trial. The assistant can suggest a draft while a person decides whether to send it. Keep refunds, record changes, payments, and other consequential actions outside the trial unless they have been deliberately designed and reviewed.
Use fictional examples for early testing. Include straightforward questions, incomplete requests, and questions the FAQ cannot answer. Agree on what a good result looks like, including when the tool should ask for help rather than guess.
Record the work needed to review and maintain the system. A demo that writes a plausible response does not establish whether the workflow saves time or handles exceptions reliably.
Use the planner on the homepage to outline your task. If you would like to discuss the scope, send the brief through the inquiry form. It starts a conversation and does not automatically book a consultation.