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].

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From Milo Works: https://www.miloworks.ai/templates/ai-use-case-worksheet
Reviewed October 10, 2026. A starting point, not legal advice.