The audit maps a knowledge-work process and organizes the source material. It defines what AI is allowed to do and produces a small working version the owner can review, test, and improve.
This is for leaders and teams with repeated work. The work depends on source material, decisions, and drafts. It also depends on handoffs or review.
You need to decide which workflow should improve before a tool or training plan is chosen.
You need a clearer way to handle intake and prep. You also need cleaner notes, drafts, follow-up, and review.
You need to see where work stalls or repeats. You also need to see where it reaches the wrong person or moves forward with missing information.
Before building, you need to know who uses it, what work it supports, and how the output is reviewed.
You need real tasks and source material before using agents. You also need review steps and acceptance checks.
You need to decide who owns the output, who reviews it, and what makes it ready to use.
The audit works best with real examples. Bring the current workflow, sample inputs, and sample outputs. Also bring source documents, review rules, and the person who owns the result.
The steps people use today. Show where work starts, waits, changes hands, and ends.
The workflow may depend on documents, examples, and notes. It may also need templates, policies, or prior outputs.
The person who decides whether the result is accurate, useful, safe, and ready to use.
Inputs and handoffs. Waiting points, repeated decisions, rework, and final output.
Documents and examples. Standards, notes, templates, and missing context.
Drafting and summarizing. Comparing, classifying, or routing. Preparing or checking.
Approvals and commitments. Sensitive calls, risk decisions, and final acceptance.
Accuracy, source fit, and risk. Tone, usefulness, and readiness for the next person.
The first low-risk workflow that can prove whether the change helped.
The first version needs a place to store and find the material the workflow depends on. That may be a source folder, database, searchable knowledge base, or retrieval setup.
Organize documents, notes, examples, and templates. Add records and prior outputs so the workflow can use the right material.
Set up the place where source material and review notes can be stored. Outputs can be found again too.
Write the task steps, examples, and output rules. Name what AI can do and what a person must review.
A plain-language map of how the work moves today, where it stalls, and where AI can safely help.
A list of documents, examples, standards, and missing context the workflow needs.
A first usable version with source material and AI instructions. It also names the output format and approval point.
A checklist for accuracy, source use, and risk. It also covers tone, usefulness, and readiness.
A clear list of the tasks AI can support and the decisions that stay human-owned.
The next build, workflow sprint, support route, or pause before building.
Confirm the workflow and owner. Name the source material, review need, and timeline.
Walk through the current steps, samples, handoffs, and failure points.
Receive the workflow map, source list, working first version, and review checklist. The output also names what AI can do, what a person must review, and the next path.
Most audits run 1-2 weeks, depending on workflow complexity and access to source material.
The audit can stop with the working first version and findings, or it can lead into redesign, build scoping, or advisory support.
Keep the workflow map, source list, review checklist, and rules for what AI can do. Use the small working setup internally.
Turn the findings into a cleaner process with better inputs, review, and handoff steps.
Define the first practical tool, workflow site, dashboard, or portal. If the work needs more support, scope a bounded agentic system.
Set roles, standards, and source habits. Add training loops and review practices for broader use.
Use the sample audit to see what the engagement can produce before booking a fit screen.
The audit helps choose the first workflow and decide whether a build makes sense.
Both. Individuals may fit the AI Workflow Starter when one person owns the task. Teams usually fit the audit when the workflow, owner, or source material needs more review.
The next route may be using the first version, a workflow sprint, or a small build. It may also be advisory support or a pause before building.
Yes, when the workflow and source material are clear. The task limits and review steps also need to be clear.
Final acceptance and sensitive decisions. Client commitments, security choices, and unsupported claims.
Repeated inputs and outputs. A clear owner, review need, and enough examples to test.
