Automation and AIWhere automation ends and decisions begin
Rules organise repeatable steps. Exceptions need context, an owner and approval.
Not every step needs AI
Moving an approved value between systems can be straightforward automation. Interpreting an ambiguous message or preparing a summary may require a different approach. Separate these tasks before choosing the technology.
For a repeatable step, define the inputs, rule and expected result. If the rule cannot be described clearly, check whether data is missing or human judgement is genuinely required.
An exception needs an owner
A process must account for incomplete data and conditions outside the agreed rules. The system should pause that step or pass it to the right person rather than hide uncertainty.
Record who can approve an exception and what they need to see before deciding. Keep the reasoning so it can be revisited later.
AI support is not automatic approval
An AI-generated summary or hypothesis can support analysis. It is not the same as a verified source or an approved decision. Users should be able to distinguish these types of information.
IM.AI's approach connects predictable rules with AI assistance where useful. The scope of action and approval points remain part of the process design.
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