Integration.
WHAT THIS MEANS
AI capability inside the tools you already use, rather than as a separate place you go.
COMMON INTEGRATIONS
Drafting inside your email Summarising inside your document tool Extracting into your accounting system Answering from your own documentation
WHY IT MATTERS
A tool you must remember to open is used less than one that is already there.
WHAT TO CONSIDER
What data the integration accesses Whether that is appropriate What it is permitted to do Whether actions require confirmation
THE ACCESS QUESTION
An integration with access to your email has access to everything in your email.
Grant the minimum the task requires.
FOR ANYTHING THAT TAKES ACTION
Confirmation before sending, spending or modifying.
An assistant that can send email on your behalf will eventually send something you did not intend.
WHAT TO TEST
On unimportant material first.
WHAT TO ESTABLISH
What it may do, what needs approval, and what it may never do.
