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AI Task Evaluation Checklist
Version 1.0, July 2026 · Guide: How to Map a Business Workflow
External tool features, policies, pricing, and availability may change.
The task
Task being evaluated
Name the one repeated task you are considering.
Is it a good fit? (aim for mostly yes)
- It is repeated: you do it regularly, not once.
- It is rule-describable: you could explain how to do it to a new hire.
- The inputs are available: the information it needs is at hand.
- It uses low-sensitivity data: no private customer, financial, or employee details go into a public tool.
- You can identify the review gate: you know exactly what a person must check before the output is used.
Time it today
Minutes the task takes now (average of a few tries)
You will need this for the Time-Savings Calculator.