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Answer

How should an AI automation be designed?

Deterministic everywhere except the one step that needs judgement, with a validated boundary around that step.

Keep the model on one narrow step and everything else deterministic, with a validation between the model's output and whatever consumes it. The design question is where the judgement is, and the answer is usually one place.

The design starts by locating the judgement. Walk the process and ask, at each step, whether the decision could be written down. Nearly always one or two steps resist — reading what a customer meant, deciding whether two records describe the same thing, drafting something in the right register — and everything else is conditions, lookups and transformations. That map is the design: the resistant steps get a model, the rest gets code.

The second element is the boundary around the model step. Its output should be constrained to something checkable — one of a set of values, a structure with required fields, a reference that must resolve — and validated before anything downstream sees it. This is what stops a bad model output propagating into the deterministic part, and it converts an unbounded failure into a rejected item.

The third is what happens to a rejected item, which must be decided at design time rather than discovered. A queue for a person, a default path, a retry, a notification: any of these is fine and none of them is the default. The default, if nobody chooses, is that the item is dropped or passed through, and both are discovered later by their consequences.

The fourth is the trigger and the state. Something starts the run, something records what has been processed, and something prevents the same item being handled twice. This last one is unglamorous and it is where a large share of production problems live: a workflow that reprocesses on restart, or that misses items that arrived during a failure, will produce duplicates or gaps that look like model errors and are not.

The fifth is observation from the first day rather than after the first incident. Counts of items in and out, rejections by reason, cost per item, and a sample of outputs retained for inspection. All of these are trivial to add during the build and awkward to retrofit, and without them the first question anyone asks about the workflow will be unanswerable.

Finally, design the manual path deliberately rather than leaving it as whatever people did before. Every automation has exceptions, and the exception path is where the work actually goes when the automation is working well. If it is undefined, exceptions accumulate somewhere nobody owns, and the automation looks successful while the business absorbs a growing pile of unhandled cases.

Draw a box around the part that needs judgement, check what comes out of it, and let ordinary software do the rest.

Siddharth Sharma, Context Theory

Related questions

Should the model step be the first or last thing in the workflow?

Usually early, converting unstructured input into structure, so everything downstream operates on validated fields. A model at the end, generating output after deterministic processing, is also common and carries more risk, because its output is what leaves the system and there is nothing after it to check what it produced.

How much should be built before running it on real data?

Enough to produce output and record it, and no further. Running the incomplete version against real inputs in a non-acting mode surfaces the input variety that no design session anticipates, and it does so while changes are still cheap. Completing the design first means discovering the same things after the expensive parts are built.

METHOD

Every figure below carries its source and the date it was verified. Nothing on this page is asserted.

The numbers on this page.

Datapoints
What Value Specific to
Sub-15-minute compliance — automated routing vs manual only62.5% vs 39.1%Category-wide
Firms that never responded to a web enquiry at all23%Category-wide

2026 speed-to-lead benchmark · verified

Oldroyd, McElheran & Elkington, "The Short Life of Online Sales Leads", Harvard Business Review (March 2011) · 1.25M inbound leads across 2,241 US firms · verified

What is specific to this page.

Evidence
Kind Claim Check it against
WorkflowWalking a process and asking at each step whether the decision could be written down produces a map in which one or two steps resist and the remainder are conditions, lookups and transformations, and that map is the design.Listing each step of a candidate process and marking which can be stated as a rule.
SoftwareConstraining the model's output to a checkable form and validating it before anything downstream consumes it converts an unbounded failure into a rejected item and prevents propagation into the deterministic portion.Feeding a deliberately bad model output through the workflow with and without the boundary validation.
ResponseIdempotency and processed-item state are where a large share of production problems originate, because reprocessing on restart or missing items that arrived during a failure produces duplicates and gaps that present as model errors.Restarting the workflow mid-run and comparing the resulting item set against the input set.
ConstraintAn undefined exception path causes unhandled cases to accumulate where nobody owns them, so the automation appears successful while the business absorbs a growing backlog.Asking where items the workflow could not handle currently go and who reviews them.

Each row would be wrong on another industry's page. Where a sourced figure exists it is in the table above instead; these are the constraints that shape the work and do not happen to be numbers.

Start with the measurement.

Reading about a benchmark is not the same as knowing your own number. The audit produces yours, measured rather than estimated.

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