Discovery Worksheet
Walk through one real process, find the recurring bottleneck, establish a baseline, and ask whether AI is even necessary.
PRACTICAL RESOURCES / START HERE
Before you automate,
get the basics right.
Four editable templates for a more deliberate approach to AI. Understand the problem, define a bounded pilot, and make human review part of the process.
DOWNLOAD FORMAT: MARKDOWN (.MD). Open these plain-text templates in a document editor or Markdown tool. No email signup, account, or data collection is required.
Download .md
Workflow Pilot Scope
Define inputs, outputs, excluded decisions, ownership, human approval, success measures, operating costs, and handover.
Follow-Up Prompt Starter
Use a bounded drafting pattern with verified facts, missing-information flags, and sector-specific review boundaries.
Responsible AI Controls
Check ownership, access, data handling, output validation, testing, fallback, monitoring, and change control.
Templates are a starting point—not a guarantee.
Adapt each resource to the actual client, systems, sector, and jurisdiction. A prompt is not a security boundary. A checklist is not certification. Sensitive information belongs only in approved systems with agreed controls.
Explore the fictional workflow demo