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Tool

Human approval planner

Describe one AI task and see the level of human control it needs, with a control pattern your team can set up.

About the task

Can the action be undone?

Who sees the output?

Does it touch money, legal terms or safety?

How many items does it handle a week?

How much harm does an occasional error do?

Can the system show its confidence or its source?

Settings your team sets
0/6answered

How the scoring works

  • A professional sign-off, such as legal advice or a credit decision, stays manual, with AI limited to gathering and summarizing inputs.
  • An action that touches money, legal terms or safety directly, or that cannot be undone, needs a named person to approve every item.
  • Otherwise the answers add risk points: up to 2 automates fully, 3 to 5 samples, and 6 or more needs approval on every item.
  • An irreversible or high-stakes action where errors do serious harm stays manual if the system cannot show its confidence or source, because a reviewer would have nothing to check against.
  • The sample share, confidence threshold and escalation time are settings your team chooses. The starting values are placeholders, not recommendations.
  • The level is a starting point for planning. Test it on real past cases before anything goes live, and review it as results come in.
Read the full guide

Go deeper

Guide · 14 min read

AI workflow automation: a practical guide for operations teamsAI workflow automation puts AI models inside a defined business process to read, classify and prepare work, while fixed rules, integrations and named people handle the steps that must be predictable. It suits repetitive, document-heavy or request-heavy work such as intake, routing, document checks and approvals. Start with one measurable workflow, keep consequential approvals with an accountable person, and expand only once the numbers show it works.Read

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