Worksheets and templates for planning automation work
Free, print-ready worksheets and scorecards for planning AI automation work in your business.
Each download covers the same ground we use in a paid engagement: define the workflow, name the baseline, decide what stays human, and agree what good looks like before anyone builds anything.
Choose a resource for the decision in front of you
The library includes planning worksheets, implementation checklists, vendor scorecards, field maps, test packs, and operating templates. Each resource is tied to a specific automation decision so you can define the workflow, compare options, or test a system with a repeatable set of cases.
Start with the matching guide when you need context, then download the worksheet or test pack when you are ready to apply it. The resources use fictional examples where sample records are needed and identify the decisions that still require a person.
Use the files before you buy software
- Write down the trigger, inputs, owner, exceptions, and required outcome.
- Agree which steps software may complete and which decisions need human approval.
- Test normal, edge, duplicate, and failure cases before using live customer data.
- Record the baseline and acceptance criteria so the result can be measured after launch.