What should you do in the next five working days?

1. Name the operational owner and the person authorised to stop the pilot.
2. Select one workflow and write its exclusions.
3. Export baseline data and identify how completed tasks can be verified.
4. Send the integration enquiry to your system administrator and shortlisted platform.
5. Bring legal, privacy and security reviewers into the design.
6. Obtain a comparable quote for the best non-AI alternative.
7. Reserve time for testing and human fallback before paying for a larger rollout.

The DIY test is not whether you can make a computer answer the telephone. It is whether your organisation can prove what it did, recover when it fails and afford to keep it working.