Use these public worksheets to spot where your team is losing time, decide what AI should and should not do, and prepare for an AI Time Back Audit or 30-Day Workflow Sprint.
Seven questions scored 0–14 to decide whether a workflow is ready for an AI agent, Microsoft Copilot agent, automation, or custom workflow assistant.
Use this before you buy tools or start building. It checks ownership, data, success metrics, exceptions, approval, escalation, and guardrails.
A six-section workflow template for handing real work to AI safely: task, context, authority, stop rules, output standard, and handoff.
Use this after the readiness checklist. It includes a worked dispatch triage example you can adapt to inbox, meeting prep, quote follow-up, customer research, or reporting workflows.
A practical filter for choosing the workflow most likely to save time in the next 30 days: repeatability, volume, risk, data quality, team readiness, and measurable payoff.
A simple way to measure whether an AI workflow is improving time, quality, cost, adoption, and business outcomes after launch.
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Email capture is coming later. The PDFs above are direct downloads.
Book an AI Time Back Audit and we’ll identify the workflow worth fixing first, the readiness gaps that matter, and the safest path into a 30-Day AI Workflow Sprint.
Book an AI Time Back Audit