AI workflow · decision guide · miniclass
Use a simple table to see whether to use AI, how to use it, and where to stop — then turn the lesson into next steps for your own situation.
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Fresh notes
AI daily briefs can rank calendar events, incoming requests, and generated suggestions together. Label source and commitment state before deciding what belongs in today's work.
Let AI find likely duplicate and stale cloud files, but separate inventory, human approval, quarantine, and a restore drill. Permanent deletion is a different decision.
Before an AI note-taker joins a meeting, define what it may capture, who can stop it, who receives the notes, and where every artifact will live.
Before launching an automated search, define the baseline, score, hard constraints, stopping rule, and human who owns the release decision.
Use a constrained AI patch as a price check, then assess generation, review, and six-month ownership separately before choosing ship, revise, or stop.
Use exploitation, reachability, exposure, impact, and asset context to set vulnerability urgency, then assess test, validation, scope, and rollback readiness as a separate human-controlled decision.
Map every identity handoff in an AI agent’s call chain. Exchange tokens for each downstream API, preserve user and agent identities, and reject mismatched audiences or excessive scopes.
When an AI assistant starts looking up invoices, handling payment exceptions, or preparing ERP changes, a separate identity, default-deny access, and human escalation keep every step within accountable boundaries.
Models like Grok 4.5 make complex work look cheaper, but small teams should set token, context, retry, and approval limits when work has many inputs, dependent steps, retries, or changing data.
When an AI workflow builder shows exposure risk, do not rotate every token at once. First contain the exposed entry points, preserve logs, then use flows, credentials, data sources, and logs to identify the real keys at risk.
A third-party AI agent skill passing a scanner is not runtime safety. Use this go/no-go check for source, permissions, sandbox, network access, and sensitive-data boundaries before installation.
Claude can be enabled in Microsoft Foundry, but that does not mean it can handle real production data. Use this go/no-go checklist to review data flow, responsibility, logs, and fallback.