Before day one: organizational readiness
You do not need a transformation program. You need one routine that someone on the team already owns, runs every week, and can describe out loud. If that exists, the team is ready. If it does not, pick a smaller routine.
- • A named owner who will approve and review.
- • A routine that repeats at least weekly.
- • The tools the routine touches, with team-level access.
- • A clear definition of done.
Week one: record and shadow
The owner runs the routine end to end with Noona watching. No spec doc, no requirements meeting. The AI worker captures the steps, the tools, the exceptions, and the language the team uses for the work.
Week two: first runs, fully gated
Every step that sends, pays, posts, or commits is gated. The AI worker proposes, the owner approves. The team sees the work happen in the same tools they already check, so there is no second dashboard to babysit.
Week three: loosen low-risk steps
Approval gates that always get a yes become automatic. Edits and rejections from week two feed back so the routine starts from a better baseline. The owner spends less time approving and more time reviewing outcomes.
Week four: review and add the next role
Compare the routine's outcome metric to the four weeks before. Hours saved, cycle time, error rate, whichever the owner cared about going in. If the number moved, the routine is promoted and the next role starts week one.
Common onboarding mistakes
- 1. No named owner. If nobody approves, nothing ships. Pick the person who ran the routine before.
- 2. Five routines at once. Onboard one role, promote it, then add the next.
- 3. A new dashboard. The work belongs in the tools the team already uses, not in a separate console.
- 4. Forever-gated approvals. If a gate always gets a yes, loosen it. Trust is built by removing friction the AI worker has earned.
FAQ
- Do we need an AI policy first?
- Approval gates are the policy. Start with everything gated, loosen as outcomes justify it.
- What if the team pushes back?
- Onboard a routine they hate, not one they like. Inbox triage, reconciliations, weekly reports. Resistance drops fast when the routine they wanted off their plate leaves.
- How long until ROI?
- By the end of week four, a single role usually returns more hours than it cost to set up.