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Free worksheet · Business

AI Opportunity & Workflow Audit

Identify one workflow worth improving.

01Choose a workflow

Describe the trigger, owner, inputs, steps and expected output. Avoid choosing a whole department.

02Establish a baseline

Record frequency, typical minutes per run, rework and the evidence source. Mark estimates.

03Check suitability

Is the task repeatable? Are inputs accessible? Can a person check quality? Identify sensitive data and required permissions.

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Continue your worksheet

04Choose a small experiment

Specify one step AI will assist, a human review point, a quality threshold and a stop condition.

05Decide what happens next

Compare the trial against baseline. Keep, revise or stop; assign an owner and review date.

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Try · Review · Improve

Come back with what happened.

Your first 15 minutes

List three recurring tasks, pick one with approved inputs and a reviewable output, and record a baseline before testing.

Set a seven-day review date

What worked? What failed?

Record evidence, errors and uncertainty.

What will you change?

Choose Continue, Revise, Stop or Gather more evidence.