Human approval
Drafts, checks, summaries and actions pause for the right reviewer before they affect customers, money, staff or records.
Govern AI before the workflow spreads
Approved sources, blocked data, Microsoft 365 controls, reviewer rules and saved decision notes sit inside the pilot from day one.
Controlled pilotOwner + source rules + evidence
Identity
Data boundary
Approval
Evidence
Controls that stop the pilot turning into guesswork
Data boundaries
Approved sources and excluded sources are written down before staff scale usage, especially for finance, HR, client and confidential data.
Microsoft 365 guardrails
Identity, device trust, Teams, SharePoint, Outlook, Purview and DLP decide which company work can be used, shared or blocked.
Audit trail
The pilot records source material, reviewer, decision, output and follow-up action where the workflow needs a review trail.
Staff policy
Plain rules explain what teams can use AI for, what must stay out, and when a person needs to check or escalate.
Pilot measurement
A pilot is judged by time saved, quality, risk reduction, cycle time, fewer handoffs, or a measurable decision improvement.
Example governance rule
- Workflow
- Support reply drafts
- Approved sources
- Current ticket thread, approved KB article, product-release note
- Blocked sources
- Private finance notes, unrelated tickets, legal advice, incident detail
- Reviewer
- Support lead; senior escalation for refunds, legal or security claims
- Saved evidence
- Ticket ID, source links, draft, reviewer decision, final reply
Microsoft 365
Tenant controls sit below the workflow.
Entra ID
Identity decides who can touch the flow.
Cloud sources
Approved repositories, files and systems only.
Business owner
The accountable person is named before rollout.
Success signal
The pilot has a baseline and a measured result.