# Your first AI task: working worksheet

From Plainview Web · AI Training & Support
https://plainviewweb.com/services/ai-consulting-training

Copy and edit this worksheet in a text editor or document tool. Start with fictional,
anonymized, or otherwise approved examples. Do not include passwords or private
customer records in a worksheet you plan to share.

## 1. Choose one task

- Task:
- Person who does it:
- How often it happens:
- What starts the task:
- What a useful finished result looks like:
- Who can judge whether the result is correct:

## 2. Describe the current process

- Inputs and where they come from:
- Current steps:
- Typical time, including checks and corrections:
- Difficult or repetitive part:
- What must stay under human control:

## 3. Agree on the information and tool

- Proposed tool and account:
- Features, account settings, and software costs to confirm:
- Information approved for this tool:
- Information to remove or replace with fictional examples:
- Person responsible for approval:

## 4. Write reusable instructions

Task: Help prepare [specific output] for [reader or purpose].

Source material: Use only [approved information provided below].

Requirements: Keep [facts, tone, format, length, or required sections].

Boundaries: Do not invent [prices, availability, policies, claims, or other details].
If information is missing or contradictory, identify it instead of guessing.

Output: Return [format] and list the points that still need a person to check.

Approved example information:

[Add a fictional or otherwise approved example here.]

## 5. Review the result

- [ ] Every factual claim is supported by the approved information.
- [ ] Names, dates, amounts, links, and next steps are correct.
- [ ] No unapproved promise, policy, or commitment has been added.
- [ ] The tone and format suit the recipient.
- [ ] Missing information is identified rather than guessed.
- [ ] No information is exposed beyond its approved use.
- [ ] The responsible person approves the final result before use.

Corrections needed:

Final version:

Reviewer and review date:

## 6. Decide whether to keep the process

- Total time with AI, including preparation, review, and corrections:
- How the quality compares with the current process:
- What was difficult or unreliable:
- Can the person repeat it without assistance?
- Decision: keep / revise / choose a different task
- Instructions or checks to update:
- Process owner:
- Follow-up date:

One successful example is a starting point. Try representative variations and
keep the review step when repeating the process. This worksheet does not send
messages, connect accounts, or change live business systems.