Choose a task
What repeatable task consumes time? What starts it, and how many times does it happen each week?
Your AI Pilot Checklist
One useful task. One clear owner.
Use these six prompts to plan an AI-assisted workflow your team can test and review.
A small first project
Make the handoff visible.
Fill this in with the person who will use and review the assistant's work.
Set a baseline
How long does it take today? What errors or delays would you like to reduce?
Define the rules
Which approved examples, instructions, systems, and data may the assistant use? What must stay out?
Name the human owner
Who checks the result? What needs approval or escalation before it reaches a customer or candidate?
Test a small sample
Try a limited set of real cases. Record corrections, exceptions, time spent, and user feedback.
Decide the next move
Keep, revise, or stop the pilot. Set a date to review quality and decide whether to expand.
Your pilot
Task and trigger: __________________________________________
Current weekly volume: ___________________________________
Expected output: __________________________________________
Approved inputs and tools: __________________________________
Human review
Reviewer and approval: _____________________________________
Privacy or access boundary: ________________________________
When to escalate: _________________________________________
Review date and success measure: ___________________________
Want help building it?
We can map the task, the AI solution, and the trained global specialist who owns the next step.
Talk through the pilot ↗