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Guide

Plan an AI rollout

Set owners, access boundaries, and review requirements before expanding use.

01

Name an owner

Each use case needs someone to define the outcome, review the result, and decide whether it is ready to repeat.

02

Match access to the work

Connect approved accounts and capabilities. Keep credentials in the appropriate connection or vault controls, and specify what the agent may change.

03

Review evidence and expand

Track observed results, unresolved questions, and operational issues. Expand the use case after the team understands the work and the organization has reviewed its requirements.

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