Process Mistakes
The process mistakes that erode trust: ignoring approvals, poor CRM hygiene, and publishing AI output directly.
#At a glance
| Detail | Value |
|---|---|
| Recommended audience | Managers / team |
| Estimated time | 15–20 min |
| Prerequisites | Beginning or growing your rollout |
| Portal areas used | Approvals, CRM |
| AI used | AI drafts; humans approve |
#Purpose
Help you avoid the operational mistakes that make the platform's data and output untrustworthy.
#Business outcome
Approvals are respected, CRM data stays clean, and AI output is always reviewed.
#Recommended reading order
#Success checklist
You're on track when
- Approvals are cleared, not bypassed
- CRM data is clean and current
- AI output is reviewed before it ships
#Common mistakes
- Ignoring or bypassing approvals
- Poor CRM hygiene
- Publishing AI output directly
#Best practices
- Keep approvals moving
- Review AI output before publishing
#Related documentation
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