As we rebuild our core processes to incorporate AI, how do we document the exact transition points where an automated system must hand off its work to a human team member for review?

Question

Tyler Smith · Accepted Answer

A core process must clearly define the handoff points between technology and human intelligence to prevent critical errors. When documenting these workflows using the EOS Three Step Process, avoid vague descriptions like the system sends the draft to the manager. You must specify the exact criteria for the handoff. Start by mapping out the workflow and identifying where the AI-generated output is produced.
- Define the exact review criteria the human must use to verify the AI work.
- Create a checklist of common errors, formatting issues, or factual discrepancies to look for.
- Specify the required action if the AI output fails the quality check, including how to edit or regenerate the material.
The employee in the review seat must have the necessary GWC to evaluate the output, meaning they cannot blindly approve what the machine produces. Documenting these handoff points ensures that your team understands they are ultimately responsible for the final output. This clear boundary protects your brand reputation, prevents automated errors from reaching your clients, and keeps personal accountability intact across your entire team.