Start with the work, not the tool.

Routine collation from an agreed, access-controlled source set. Do not automate interpretation, forecasts or board recommendations.

Group approved source material by topic. Draft a narrative and flag movements or gaps for review. Keep references to the source beside each drafted point.

Stays with a person: finance lead. Check source completeness, figures, assumptions and material changes. The authorised person owns the final pack and every recommendation.

Re-keying figures that already sit in the approved report.

Time to prepare and check the pack · corrections against source data · completeness of required commentary · whether readers can locate the evidence behind a point.

Record a baseline first. Set acceptable quality and error thresholds with the people accountable for the report; do not assume speed alone is success.

Route clear, low-risk categories using agreed rules after testing. Do not auto-close complaints or send unreviewed promises, refunds or sensitive replies.

Summarise the case history and retrieve relevant approved guidance. Suggest a route and draft a response for an agent to review. Highlight missing facts rather than fill them in.

Stays with a person: trained service agent. A person handles vulnerability, safety concerns, legal threats, complaints and ambiguous cases. The agent checks policy, context and tone before a response is sent.

Repeatedly searching the same case history for details already gathered.

Correct routing · missed escalations · policy and response corrections · resolution quality · handling time including review and rework.

Agree what counts as a critical miss. Sample cases with service owners before expanding any automated route.

Check required fields and prepare a draft record for review. Create or release an order only after validation and an authorised approval.

Extract requested items, quantities and delivery requirements from an approved brief. Draft a quote using current, approved product and terms information. Flag missing details, mismatches and unusual requests.

Stays with a person: authorised commercial owner. A person confirms scope, pricing, margin, capacity, terms and exceptions. No quote becomes a customer commitment and no order is released without the required approval.

Re-entering approved quote details into an order record by hand.

Time from complete request to approved quote · quote completeness · pricing or terms corrections · avoidable rework · order-entry accuracy.

Compare like with like and include checking time. Set quality limits and define which exceptions must always return to a person.