Where to put the person
Not every step needs a person. Put the check where a mistake would be costly or hard to undo.
| Step | Example | Human check |
|---|---|---|
| Read and answer | Answer a policy question from office documents | Show the source passage; sample answers later |
| Draft | A client letter or a set of minutes | A named person reviews it before it leaves the building |
| Send or publish | An email, a filing, a shared link | Approve each item |
| Spend or delete | A payment, a refund, deleting a record | Approval by someone with the authority, logged |
| Change access | Share a folder, add a user, approve a connector | An administrator approves |