Article · Updated Sept 10, 2026 · 6 min read
Where AI automation needs human checkpoints
How to decide which steps stay automatic and which require review.
Start with the operating model.
Software choices get clearer when the workflow, owner, exception path and source of truth are named. Without that, both custom builds and SaaS rollouts turn ambiguity into code.
Map the handoffs.
Document the inputs, outputs, approvals and recovery steps. The map should be useful to operators, not only developers.
Useful artifact
A one-page workflow map with owner, system of record, failure mode and manual fallback for each step.
Pick the smallest safe release.
The first release should prove the riskiest assumption and return value quickly without trapping the company in a prototype.
Operator checklist.
- Name the operational owner.
- Define source of truth.
- List exceptions before automating.
- Choose the first measurable release.