How is a first AI automation pilot scoped?
A good pilot is scoped around one repetitive task with a clear start, a clear finish and a number you can measure. "Automate operations" is too vague to price. "When a supplier invoice arrives by email, extract the fields, match it to the purchase order and queue it for approval" can be built, tested and measured.
A solid pilot scope document answers these questions:
- Trigger.What starts the workflow: an email, a form, a new file, a calendar event?
- Steps.What the AI does, and what ordinary automation does (moving data between systems usually needs no AI at all).
- Systems.Which apps it reads from and writes to, such as Microsoft 365, Google Workspace, QuickBooks, a CRM or a practice management system.
- Human checkpoint.Where a person reviews or approves before anything goes to a customer or into the books.
- Success measure.Minutes saved per item, items per week, error rate, or response time.
- Done means.Running on real work, with your staff using it, and documentation of how it works.
If you are not sure which workflow to start with, an AI assessment (typically about $3,500 in the market, and quoted under that at Kildaris) ranks candidates by time saved and risk before you spend on a build.