Give it a bounded task
Supply the approved scope and only the data needed. Use fictional practice material before introducing real information.
Keep facts traceable
Ask for source references and unknowns. Open the source yourself. An AI answer repeating a claim is not independent verification.
Check the numbers
Dates, prices, quantity caps and names need direct comparison. A model can make a sentence easier to read while changing its meaning.
Keep decisions with the right person
A conflict between records is a question to resolve. AI should not silently select the official answer or change a client file.
Save the reviewed version
Know what was generated, what you corrected and what was actually approved. Use that record to improve the workflow.
Put it to work
More business intelligenceWrite one change you will make, the reason and the evidence you will review next.