What to provide
A list of recurring tasks, current time spent, error rates, data sensitivity, and process owners.
Starting prompt
Rank these tasks for a four-week AI pilot. Show the evidence for time savings, review burden, sensitivity, and risk. Flag missing baselines and recommend a smallest useful test.
Trial case
Compare a high-volume task with poor source data against a smaller task with clean examples and an available reviewer. The pilot choice should account for review capacity, not volume alone.
Review gate
The owner approves one task, a reviewer, budget, and stop conditions before starting.
How to score the result
Net minutes saved after review and the error rate against the old process.
Use the current approved source and keep it available to the reviewer. Check a small set of finished outputs against the previous process before adopting this workflow.
Related workflows
Explore AI Governance and ROI for Small Business or the AI business strategy guide.