Start by measuring cost per successful task, then reduce repeated context, unnecessary output, and oversized model calls. Validate every change against representative evals.

Add model routing when your workflow contains tasks with different complexity or quality requirements. First establish an eval set so the routing decision can be tested.

Fix lifecycle definitions, required fields, record ownership, and duplicate handling before adding AI to HubSpot. Automation built on inconsistent records spreads the inconsistency faster.

Trace the data from source to destination, then assign an owner for the handoff rather than only the individual tools. Ownership needs to include failures, retries, and reconciliation.