Human approval
Drafts pause for the right reviewer before customers, money or records are affected.
Put rules around AI before staff invent their own
Define approved sources, blocked data, named reviewers, Microsoft 365 controls and saved evidence for one workflow, then turn those decisions into staff rules people can use.
Controlled pilotOwner + source rules + evidence
Identity
Data boundary
Approval
Evidence
Controls that make the pilot repeatable and reviewable
Data boundaries
Approved and blocked sources written down before usage scales.
Microsoft 365 guardrails
Identity, device trust, Teams, SharePoint and DLP control what can be used or shared.
Audit trail
Source, reviewer, decision and output saved where the workflow needs a trail.
Staff policy
Plain rules for what AI can do, what stays out, and when to escalate.
Pilot measurement
Judged by time saved, quality, risk, cycle time or a clear decision signal.
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.