Free resource

Choose One Workflow to Redesign With AI

A worksheet for picking one recurring task, finding where it gets stuck, and planning a small, reviewed test of AI assistance.

Opens in Google Drive. Free, no sign-up required.

What is inside

Examples of good first workflows, such as meeting summaries, board updates, donor or customer letters, and policy summaries.
Prompts to describe the current pain: handoffs, rewriting, missing information, inconsistent quality.
A way to sort what AI might draft, summarize, organize, or analyze.
A risk check covering personal, financial, legal, HR, and public-facing information.
Fields to name the reviewer and the person who owns the final decision.
A before-and-after workflow map, a first small test, and a 30-minute agenda for running it with your team.

Pick a task your team does often and already finds tedious. Do not start with a tool.
Work through the ten sections together, in one sitting if you can.
Leave with a named owner, a test date, and a way to tell whether the work improved.

AI Reality Check

Bring your answers to a 20-minute AI Reality Check. We will help you sort out which next step makes sense for your organization.

Not a technical demo or a high-pressure sales call. It is a conversation, not a formal assessment or a custom plan.