Prepare the current categories and anonymised examples of documents staff can explain. Include mixed subjects and material the team would not confidently classify. The process owner should describe the purpose of the categorisation and what happens afterward. A proposal to sort documents is a different scope from automatically updating an account or triggering an external action.
Decide what context the reviewer needs to inspect a suggestion. The original document may be more useful than a confident-sounding summary. Record the information boundary before discussing a provider: who may access the material, which sources are approved and which documents remain outside the task. Discovery should expose unresolved permissions rather than assume an entire shared folder can be used.
For remote review, the Ahmedabad owner validates categories and acceptance decisions while our Ranchi team presents concrete task cases. Use the same examples when the implementation changes and inspect the failures as carefully as the ordinary results. The handover should explain who maintains the category set and who investigates an unfamiliar input. A practical AI project earns its place by supporting that bounded work, with limits and responsibility the team can understand.