Choose a task you can describe.
“Prepare a reply to questions about our services” is clearer than “put AI in our business.” Bring an example of the input, the useful result, and what a person needs to check.
Use approved information.
Your service details, policies and examples should guide the assistant. Your team reviews important facts and approves messages or actions before they affect customers.
Agree the cost and responsibility.
A custom project should explain the supported tools, what runs automatically, what needs approval, usage costs, and who handles changes or failures.
Judge it by the work it helps you finish.
Compare the time and errors in the existing task with the new process. Keep the useful parts and improve the steps that still cause confusion.