Draft outline. Timothy to write the full post. Remove the noindex line when it’s ready to publish.
How to build an AI system for a relocation department
1. Map the work first
Write down how a referral moves from intake to close, and who owns each step.
2. Decide what to hand off, what to keep, and what to review
Hand off the repetitive steps. Keep the judgment and relationships. Review before anything runs.
3. Clean the data
Fix duplicates and define each field, so there is one source of truth.
4. Build one workflow at a time
Start with a small, low-risk workflow and prove it before adding more.
5. Set rules for personal information
Decide what can and can’t go into AI tools, and write it down for staff.
6. Train the team and keep checking
Show people how to use it, and review exceptions regularly.