EvaNeT / field guides
Practical guidance for choosing a first AI pilot, placing approval gates, and handling connected systems when they fail.
Pilot selection / working rule
The reading list
A practical way to select one AI pilot: map repeat work, name its owner, check the data and approval points, and define a useful result.
The concrete outputs of an AI workflow audit: a current-state map, data and tool inventory, risk and approval review, and a scoped pilot recommendation.
What shared workspace context means in EvaNeT, how access limits answers, and why proposed changes still need a reviewer.
Place human review before external messages, consequential record changes, sensitive routing, and spending; make the proposed action visible.
Design an AI workflow so a disconnected tool, stale permission, or missing source creates a visible exception rather than an invented answer or lost task.
An illustrative service-business workflow showing where AI can prepare work, where a person reviews it, and which handoffs an audit should check.
Illustrative use cases
Important messages sit in inboxes until someone remembers to sort, summarize, and follow up.
AI assistAI summarizes threads, flags likely follow-ups, drafts next actions, and routes items to the right owner.
Human controlA person approves outbound messages and decides what gets archived, escalated, or ignored.
OutcomeFewer missed opportunities and a clearer daily review queue.
Forms, PDFs, contracts, and attachments arrive in inconsistent formats and create manual review work.
AI assistAI extracts facts, classifies documents, highlights missing information, and prepares review notes.
Human controlStaff confirm extracted fields before they affect records, decisions, or external communication.
OutcomeFaster intake with less copy-paste and better audit context.
Leaders need updates, but the truth is scattered across tools, notes, calendars, and spreadsheets.
AI assistAI gathers recent activity, drafts summaries, identifies blockers, and prepares review packets.
Human controlOwners edit the final narrative and choose what is shared with the team or board.
OutcomeBetter operating cadence without another manual reporting burden.
Requests enter through forms, email, chat, and phone calls, then wait for a human dispatcher.
AI assistAI tags intent, urgency, missing context, and likely next steps before routing to a queue.
Human controlHumans approve sensitive assignments and can override every recommendation.
OutcomeCleaner queues and faster response to high-priority work.
Team knowledge lives in old docs and individual memory, so people interrupt each other for basic answers.
AI assistAI searches trusted sources, summarizes relevant context, and cites the source material it used.
Human controlAnswers stay read-only until an owner approves updates to policy, docs, or customer-facing copy.
OutcomeLess repeated explanation and more consistent internal answers.
Approvals happen in chat threads and inboxes, making ownership, timing, and evidence hard to reconstruct.
AI assistAI prepares context, flags risk, drafts recommended actions, and tracks decision status.
Human controlOnly authorized people can approve, reject, defer, or request more information.
OutcomeFaster decisions with a durable record of what happened and why.
Apply it to your team
Compare the AI workflow audit and its delivery process, then talk through a bounded first project.