Method

Earned autonomy, installed in five phases

AI that sticks is AI with owners, baselines and a plan for when it's wrong. This is the operating discipline behind every build.

Red → Yellow → Green

Every workflow starts supervised.

Autonomy level

Red: Human decides

Autonomy is earned with data. It's never assumed.

Stage 1 · Red

Human decides

AI researches, summarizes and drafts. A person makes every call. Every new workflow begins here, as does anything involving money, legal risk or an unhappy customer.

Move on when: a labeled test set exists and accuracy is measured.

Stage 2 · Yellow

Human approves

AI takes the action, but a person checks it before it reaches a customer or a system of record. Uncertain items go to their own review queue.

Watch: accuracy, approvals without edits, escalation rate.

Stage 3 · Green

AI runs, people spot-check

One task type at a time is promoted, only after it holds its target accuracy. A sample is still reviewed every month.

Demotion is normal: if accuracy slips, it goes back to Yellow.

How an install runs

Five phases. Rules before the build.

Owners, risk levels and a failure plan come first, so automation lands on clean processes.

What you keep

  • Workflow maps and baselines
  • Approval matrix: who signs off on what
  • Labeled test set for each agent
  • Runbook and "if it breaks" playbook
  • Accounts and automations in your name
1

AlignWeeks 1–2

Owner interview, goals, a readiness check, an inventory of tools and unofficial AI use, and a shortlist of candidate workflows.

2

MapWeeks 2–3

Document the top three workflows step by step and measure today's baseline: time, cost, errors.

3

GovernWeeks 3–4

Name an owner for each workflow, set risk levels, decide what needs approval, and write the 'what if it breaks' plan before building.

4

DeployWeeks 4–8

Build against those rules and run side by side with the current process until quality targets are met.

5

OptimizeOngoing

Monthly review of results, exceptions and spend. Workflows move from Yellow to Green only when the data supports it.

Start here

Find the three workflows worth automating first.

A free 20-minute call. No pitch deck. We look at where your team's hours go and whether AI is actually the right fix.

Ask the AI guide