Keep the human in the loop for sensitive decisions — route approvals through Slack
Not every step in an automated workflow should be handed to AI. The framework here distinguishes three types of steps: simple code-based rules with no discretion needed, AI-driven steps that require judgment (like qualifying a prospect or estimating deal value), and human decision points for the most sensitive actions — approvals, negotiations, signing, and payments. When a human needs to act, the recommendation is to route that touchpoint through a tool they already use, like Slack, rather than forcing them into yet another interface. This keeps the workflow seamless while preserving human oversight exactly where it matters most.
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