Sample brief
A small B2B services team wants to automate intake triage. New requests arrive through email and a form, then staff manually classify priority, check missing fields, create a ticket, and draft the first response. They are considering an AI workflow plus RAG over internal service notes.
Decision
Narrow before build
The workflow is worth a small pilot, but not a full automation sprint yet. The first funded milestone should handle classification and missing-field detection only. Drafted client replies should stay human-approved until evaluation data is stronger.
Estimated first slice
- Inputs: form submission, inbound email, existing account metadata.
- Outputs: ticket label, priority, missing fields, suggested next action.
- Excluded: automatic client replies, refunds, account changes, regulated advice.
Primary risk
The source material is usable for internal triage, but not clean enough for customer-facing answers. The team needs 30-50 reviewed examples before expanding into reply drafting.
Recommended next step
Buy the smallest review or implementation slice that proves the triage loop: classify, cite evidence, surface missing fields, and collect staff corrections. If that review queue reduces handling time without increasing rework, expand into response drafting later.