Pilot rollout guide
The safest way to introduce AImetier is to start with a small pilot: one team, one workflow, one clear success measure. Expand after people trust the results.
Week 0: choose the pilot
Section titled “Week 0: choose the pilot”Pick work that happens often and already has examples. Strong pilots include:
- Sales follow-up drafts after meetings.
- Weekly leadership summaries.
- Customer-support reply drafts.
- Marketing content repurposing.
- Invoice or supplier follow-up preparation.
Avoid starting with work that is rare, highly regulated, unclear, or impossible for a human to review quickly.
Week 1: set up and use it daily
Section titled “Week 1: set up and use it daily”Describe the workflow
Write the work in plain language: when it starts, what input the teammate needs, what output you expect, and who approves it.
Add the right context
Upload the policies, examples, templates, customer notes, or brand guidelines the teammate should rely on. Keep the first knowledge set small and trusted.
Choose the teammate
Hire or select the digital employee closest to the job. Give it a short role description and clear quality expectations.
Run five real examples
Use real inputs, review the outputs, and ask for revisions. Save helpful preferences as memories or skills when they repeat.
Week 2: measure and improve
Section titled “Week 2: measure and improve”Review the pilot like a business process:
| Signal | What to check |
|---|---|
| Adoption | Are people actually asking the teammate for this work? |
| Quality | How often is the first draft useful? |
| Time saved | Which steps became faster or easier? |
| Safety | Did approvals catch anything before it left the company? |
| Gaps | What context, permission, or instruction was missing? |
Use Explore and history, Tasks, Approvals, and Dashboard to review what happened.
Decide what happens next
Section titled “Decide what happens next”At the end of the pilot, choose one path:
- Keep and standardize — turn the best prompt into a skill or workflow.
- Improve and repeat — add missing knowledge, tighten instructions, and run another week.
- Expand — add another teammate, connected tool, or adjacent use case.
- Stop — if the workflow is not valuable or safe enough, archive it and pick a better pilot.
Pilot checklist
Section titled “Pilot checklist”- The pilot owner is named.
- The first use case is written in one sentence.
- The teammate has only the tools it needs.
- The knowledge set is small, current, and approved.
- Approval is required before outbound actions.
- The team knows where to give feedback.
- Success will be measured with 2-3 simple signals.