Look for a task with a clear input and a result somebody can check. A weekly handover, a recurring document question or a draft for review is easier to assess than “put AI everywhere”.
Before you connect anything
Bring the work, not an AI shopping list.
01Current step
What does someone do repeatedly, and what makes it difficult?
02Permitted material
Which document or tool may be used? Who owns access and keeps it current?
03Useful result
What would someone be able to inspect: a draft, a summary or a proposed next step?
04Reviewer and exclusions
Who accepts the result? Which decisions, messages or system changes must stay outside the task?
Make the decision tangible
A weekly supplier handover.
Illustrative planning example · fictional workflow, people and material. No customer result or live run is shown.
The task
Prepare a draft, leave the decision with a person.
Current step
An operations coordinator assembles a weekly supplier handover from approved status notes.
Source owner
The supplier operations lead maintains the status notes and decides which may be used.
Result
A draft listing open questions and the source note behind each item.
Reviewer
The coordinator checks the draft against those notes before sharing it.
Excluded
No supplier messages, purchase approvals or updates to the source system.
A practical next step
Make the first decision small.
Choose one step
Write down what happens now and one result worth inspecting. Keep the first attempt separate from live business actions.
Agree the boundaries
Confirm the material, access, reviewer and excluded actions before anyone connects a tool.
Review before expanding
Check the result against the original material. Decide what to change, stop or investigate before extending the workflow.
Where Odin fits
Connect the parts this work needs.
Choose the capabilities around the task. These are configured starting points, not an automatic bundle.
The products you need depend on the task. Access, integration, ongoing costs and responsibilities need to be agreed for your environment.
Move forward with a clear question
Take a short brief to the conversation.
Use the existing setup brief to collect the work, owners and open decisions. For advice on one question, compare the 1:1 session; the Kickstart and team formats cover different kinds of work.
