Plan & choose01
Plan a useful AI pilot
Define one task, a baseline, and the evidence you need before deciding whether to continue.
A trial scorecard
THE WORKING LIBRARY
Worksheets for
AI at work.
A little structure for the work that still needs your judgment. Pick a task, read the guide, and make the worksheet your own.
01 Choose a task02 Read the guide03 Adapt the worksheet
Find your next step.
Guides for context. CSV files for the work.
10 worksheets
CSV formatPlan & choose02
Ask better vendor questions
Keep product details, data questions, source links, and unresolved answers in one record.
A vendor evidence log
Review & maintain03
Review an AI answer
Break a draft into claims. Compare each claim with its source and record what needs to change.
A claim review checklist
Review & maintain04
Maintain a prompt library
Give reusable instructions an owner, test examples, a version, and a reason to review them.
A prompt maintenance record
Review & maintain05
Prepare a knowledge base
Connect questions to approved sources, resolve conflicting versions, and expose coverage gaps.
A source readiness checklist
Teamwork06
Make a human handoff clear
Define the stop point, carry the evidence, and identify who accepts the next action.
A handoff record
Teamwork07
Turn meeting notes into actions
Separate decisions, actions, and open questions without inventing an owner or a due date.
An action confirmation log
Customer conversations08
Test an AI receptionist
Use synthetic calls to check the conversation, resulting records, and human escalation.
A test-call checklist
Customer conversations09
Check a support reply
Separate known facts from missing information, then review the reply and any proposed action.
A support draft review log
Data tasks10
Clean up a spreadsheet carefully
Preserve the original, define column rules, and approve proposed edits before reconciling rows.
A proposed-edit ledger
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