“First step is analyze… actually taking the time with pen and paper just mapping out step by step…”
DS
Dan Sanchez
AI-Driven Marketer: Master Practical AI Marketing Skills ·
Melissa Ramey · The AI in Business Podcast · Stop Overpaying for AI Power You Don't Need - with Melissa Ramey of Salesforce
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Mapped legacy workflows to identify retrieval and transformation steps before adding AI agents
“First step is analyze… actually taking the time with pen and paper just mapping out step by step…”
“I've always recommended that you follow the workflow and especially create a workflow map and to end from the time the customer calls till the money goes in the bank.”
“First… tag the resource… whatever your AI app is or your agentic workflow, resource that way”
“…we have observability baked into our governance layer… we can see what users are putting in… we can identify high value workflows and then self-deploying agents”
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