Choose bounded use cases
Good starting points include email triage, document extraction, duplicate suggestions, category classification, evidence gap summaries, questionnaire drafting and bid-response comparison. Do not let a model autonomously approve a vendor, confirm a sanctions match or award a bid.
Reduce cost before inference
Use sender, mailbox, thread, attachment type, allowlists and deterministic rules to identify candidate vendor communications. Deduplicate, cache results, extract text locally where appropriate and send only the minimum relevant content to the model.
Constrain and validate outputs
Require structured schemas, controlled tenant categories with Other as fallback, citations to source evidence, confidence thresholds and deterministic validation. Treat model output as a proposal and preserve the prompt, model, policy version and reviewer decision where needed.
Govern privacy and performance
Map data flows, legal basis, residency, retention, provider use and access. Test representative languages and document quality, monitor false positives and overrides, protect against prompt injection and maintain a non-AI fallback for critical workflows.
Related resources
Sources and research basis
This guide distinguishes general control recommendations from legal requirements. It is general information, not legal advice; applicability varies by entity, sector, jurisdiction and contract.