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35 min
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Lesson 2

Design the human review gate

Define reviewer, checklist, authority, and fallback for one workflow.

Lesson preview

The review gate is the load-bearing part of any AI workflow. It is the named point where a specific person checks specific things before a specific action occurs. Vague review — "someone looks it over" — reliably degrades into no review at all within a few weeks, usually right before the mistake that makes you wish you had defined it. A real gate answers four questions. Who reviews, by name or role. What they check, as a short list rather than a general read. What authority they have: approve, edit, reject, escalate. And what happens when they are unavailable — the fallback matters more than people expect, because the gate fails on exactly the busy days when someone is out. Keep the checklist to three or four items so it survives contact with a real workday. Gate strength should scale with consequence, not with volume. Internal notes need a glance. Customer-facing messages need a read against a checklist. Anything involving money, legal commitments, safety, or a promise you must keep needs a considered review by someone with authority, and often a second pair of eyes. Watch for two decay patterns: rubber-stamping, where approvals get faster and edits disappear, and drift, where an exception becomes the norm. Track the edit rate — if it falls to zero, the gate is no longer functioning, and if it stays high, the prompt upstream needs fixing. Gates fail quietly, which is why they need a measurement rather than a policy. The edit rate is the cheapest available signal that a human is still genuinely reading. The unavailability fallback is not administrative detail. Gates break on the busiest days, and a workflow with no defined backup reviewer will either stall or skip review entirely at the worst moment. A home-care agency's gate for care-note summaries specified two named reviewers and a three-item checklist. When the primary reviewer left the company, the workflow continued without interruption because the fallback had been written down a year earlier.

Key takeaways

  • A real gate answers four questions.
  • Gate strength should scale with consequence, not with volume.
  • Specificity is what survives a busy week.

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