An operational playbook for introducing AI assistants
A rollout sequence for leaders who want AI support across engineering, product, and operations without creating compliance surprises.
Launching an AI assistant across a team should be treated like any other production system rollout.
Stage 1: Define boundaries
Before scaling usage, define:
- What can be captured
- What must be excluded
- Who approves shared outputs
Stage 2: Set a standard workflow
Make the default daily flow explicit:
- Capture local context while working
- Pause or exclude sensitive windows when needed
- Approve a concise end-of-day summary
- Reuse approved knowledge in future work
Stage 3: Expand by function
After the process is stable, widen usage:
- Delivery teams use it for project continuity
- Product teams use it for discovery synthesis
- Operations teams use it for repeatable incident context
A controlled rollout creates trust, and trust drives adoption.