Start here
Choose one visible workflow before you choose a platform.
You do not need a sprawling AI strategy deck to begin. Map one handoff, define the system of record and information boundary, assign a human release check, and run a bounded pilot before the stack grows.
Map the work, not the product list
Choose one repeatable workflow and write its trigger, handoffs, source material, review step, and final owner. Keep the first map narrow enough to explain without a feature comparison.
Map the work before choosing toolsName the system of record and information boundary
Decide which system remains authoritative and what information may be referenced, copied, summarized, or kept out of the AI-assisted workspace. Use public, approved, redacted, or fictional material when the answer is not ready.
Keep the system of record separate from the AI workspaceGive the first tool one job
Define whether the role is drafting, searching approved material, coordinating a handoff, or supporting review. Keep the role clear enough that a person can own the account, settings, and human release rule.
Choose roles, not a single winnerSet a pilot decision and exit rule
Observe quality, review effort, access friction, and unknown costs. At the review date, keep the role narrow, change a rule, expand with new safeguards, or stop.
Run a bounded platform pilot