Where people stay in the loopThe exception is part of the design, not an embarrassment.
Missing information, unusual customers, sensitive decisions, and failed connections will happen. A reliable workflow notices them, stops cleanly, and hands the work to the right person with context.
Safe to repeatClear rules, known inputs, reversible steps.
Repeated data movement, approved reminders, task creation, record updates, first drafts, and scheduled checks are strong candidates when the rules and source material are clear.
Keep a person in chargeJudgment, promises, sensitive cases, and real relationships.
Pricing exceptions, complaints, legal or medical questions, commitments in the business’s name, and conversations where care is the work should stop for review or stay human from the start.