Review common uses such as private brainstorming, source search, customer-answer preparation, account research, policy interpretation, coding, data analysis, or workflow intake. Determine whether the output stays with the user, informs a decision, changes a shared record, reaches a customer, spends resources, or affects production. Downstream effect is more useful than conversation volume for prioritizing governance.
Private and reversible use may need basic data guidance and source awareness but no company workflow. Shared recommendations may need citation, owner, and acceptance state. Customer, financial, public, security, or production effects require stronger identity, authority, evidence, and recovery. This classification prevents the organization from imposing one control level on every interaction.
Also identify shadow handoffs. Employees may already copy chatbot output into customer systems, public content, financial analysis, or code without a recorded review path. The migration should make those existing consequences visible rather than assuming the chat tool is isolated. The first operating-system workflow may simply formalize a critical transition that people perform manually today.