How to make sure your company is set up to use AI successfully

Your company rolls out an AI agent to assign tasks, draft updates, and nudge overdue approvals. But within days, it’s flagging completed work, tagging the wrong people, and creating confusion instead of clarity. 

It’s a familiar outcome for companies that adopt agentic AI without the workflows, data, or systems to support it. New research from Wrike reinforces that disconnect: 74% of employees say their company treats data like gold, yet most don’t manage it well enough for AI to use it effectively.

Even the smartest, most context-aware tools stall without strong foundations. And automation doesn’t fix broken operations—it magnifies them. 

To get agentic AI right, organizations need a phased approach that tightens processes, clarifies what’s worth automating, and ensures AI is set up to actually move work forward.

What happens when AI meets a broken system

The rush to adopt agentic AI has outpaced the work needed to make it effective. Many leaders assume their systems are ready—until AI is asked to act. That’s when the cracks show. 

AI can’t make informed decisions when workflows are improvised, institutional knowledge is undocumented, and escalation paths live in someone’s head. 

Approvals that happen ad hoc in Slack and inconsistent team processes leave no single source of truth for AI to follow. 

And when data is scattered across siloed platforms—the leading cause of lost institutional knowledge in the past year—even the most dynamic, context-aware models struggle to generate accurate insights or identify risks.

AI is like a microphone: It doesn’t improve your voice, it just makes it louder. Without structured workflows that define ownership, execution order, and visibility, AI only amplifies dysfunction at scale. 

The building blocks of an AI-ready workflow

To deliver value, AI needs to understand what’s happening, who’s doing it, and where work lives. That requires workflows built with:

• Clarity—Are project roles and steps clearly defined so AI can quickly grasp objectives?
• Accountability—Is ownership consistent and visible so AI can route tasks and escalate issues to the right people?
• Visibility—Can teams easily track progress and identify blockers before they derail timelines?
• Connectivity—Are systems integrated so AI can access information across tools, not just in silos?
• Consistency—Are workflows standardized enough for AI to detect patterns and recommend improvements?

These elements give AI the context it needs to add value. But even well-designed workflows fall apart without reliable data. AI needs clean, organized inputs, which means enforcing naming standards, having good quality descriptions in place, surfacing the right files, and creating a single source of truth.

Getting these fundamentals right reveals where work breaks down, making it easier to reflect and improve. It’s a chance to ask not just how to automate, but why. What’s slowing you down? Where’s the friction? What’s repetitive, frustrating, or pulling focus from higher-impact work?

That’s where AI makes a real difference.

3 steps to get agentic AI right

While perfect workflows aren’t a prerequisite for agentic AI, the adoption process will quickly surface what’s broken. A phased approach lets you experiment, close gaps, and build trust in AI tools as you go.  

Phase 1: Build AI fluency

Before deploying AI into production, give teams visibility into how the system reasons, what actions it will take, and which data it draws from. This transparency builds trust by making AI behavior understandable. It also gives teams a chance to assess whether data and workflows are structured and dependable enough for automation. 

Phase 2: Test the waters with AI assistants

Once teams trust how AI behaves and understand how it makes decisions, begin applying AI to real—but low-stakes—tasks. Assign AI assistants to repeatable work like drafting project updates or answering internal FAQs.

This is where theory meets execution. You’ll quickly see which processes are truly repeatable, where AI struggles, and which workflows still need clarity. Think of it as a pressure test: By using AI in everyday operations, you can spot and fix problems before scaling further.

Phase 3: Shift to agentic AI strategically

With predictable workflows and a team ready to collaborate with AI, you can begin exploring more autonomous tools. Agentic AI offers compounded value, but it also raises the stakes. When AI begins taking action, it needs clean data, stable systems, and clear oversight. 

But even the best AI agents need humans in the loop to course correct, add real-world context, and keep AI aligned with actual business goals. The goal isn’t hands-off automation, but smarter collaboration between people and AI.

This phased approach to agentic AI adoption reinforces your foundation at every step, giving you the structure and insights to improve as you go. 

That’s the difference between using AI and being ready for it. AI-ready teams don’t rush adoption. They ask sharper questions about what tools should do, what work matters most, where human judgment is critical, and what should never be automated in the first place. 

What AI needs from you

Agentic AI can streamline work and free up your teams to focus on what matters most, but only if your operations are organized, your data is clean, and your systems are connected. 

Without that foundation, automation doesn’t solve problems. It just scales them. So while the future of work may be automated, success still depends on how well you define, connect, and manage the work itself. 

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