AI use case worksheet
One page per process. Whatever you can’t fill in yet is the first thing to work out.
Process: [name] · Owner: [name] · Date: [date]
The process
- It starts when [trigger].
- It is done by [who], about [how often].
- It takes about [hours] a week across everyone who touches it. That is [hours × 52] a year.
- It lives in [systems, spreadsheets, inboxes].
The rule behind it
The person doing it decides by [the rule, as they would explain it to a new hire]. 2 people would do it [the same way / differently].
Where judgment is needed
A person has to decide when [the exceptions]. That happens about [how often].
How we would know it is right
The result can be checked against [source] by [who]. A mistake would cost [what].
Worth doing?
[Yes: build it / Not yet: because / No: leave it manual].
