Learn the steps with guidance
Discuss help explaining a task to AI, improving an answer, and checking the result. For example, work through a client reply or prepare questions for a meeting.
Agree who will help you, how you will meet, and what help is included afterwards.
Have a process set up
Discuss having the steps set up for a task you repeat, such as turning approved notes into a weekly report. This may include setting up the tool, testing it, and showing you how to use it.
Before work starts, confirm which systems need access, any software costs, who checks the results, and whether help is included afterwards.