1. Map the manual steps
Write down what you actually do: read the request, check the notes, draft a reply, review it and send it yourself. Include the exceptions.
2. Keep the decision with a person
Let the assistant draft and organise. Keep sending, commitments and changes to records behind a clear human review step.
3. Define the checks
A useful checklist includes the recipient, facts, dates, tone and next step. Say what happens when information is missing or a request falls outside the template.
4. Measure whether it helps
Compare a few attempts with your old approach. Record time spent, corrections and cases you had to handle yourself. Do not call a workflow reliable just because one demo looked good.
Draft a follow-up using these notes. Include one clear next step. Do not add promises, prices or dates not present in the notes. Leave it for me to review.
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