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AI Workflow Canvas

Turn one recurring task into a safer AI experiment. Eight questions, one page.

Type here or print it blank and write by hand. Nothing you type is stored or sent anywhere. Print the page to keep it.

01What task repeats, and how often?One task, not a department. Weekly or more is the sweet spot.
02Who does it today?A name or a role. The person who would notice if it changed.
03What starts it?An email, a form, a date, a request. The thing that lands and makes the work begin.
04What information does it need, and where does that live?Systems, folders, inboxes. Note anything that must never leave the building.
05What should AI do? Pick one.Draft, sort, summarize, extract, or suggest. If you wrote two, the task is two tasks.
06What must a person check before anything leaves? Name the person.Empty here means the workflow should not run. This is the line that makes it safe.
07What could go wrong, and what happens then?The wrong customer, the wrong number, a made up fact. Who catches it and how it gets undone.
08How will you know it helped?One number you already track: hours, turnaround, errors, rework. Not a feeling.

Before you run it

A canvas with nothing in box six is a workflow nobody should run. If you could not name the person who checks the output, that is the first thing to settle, not the tool.

Want this built and run for a quarter?

One workflow, built with a person checking the outputs and a way to switch it off, then run for a quarter.

Read about Build and run

Not sure this is the right task?

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