Resources

AI automation brief template

An operational template to frame the need, business rules, data and human validation points.

Operational resource

Before launching a prototype

Use this resource before a workshop or first prototype. It clarifies inputs, outputs, risks and success criteria.

Use this resource with Optimization Pilot

How to use it

  1. describe the context
  2. list useful data
  3. identify exceptions
  4. name the validation owner
  5. define one first success indicator

Sections to prepare

Business goal

Current process

Required data

Rules and exceptions

Human validation

Result measurement

Frequently asked questions

Do we need to fill everything?

No. Unknown areas help prepare the scoping questions.

Are answers stored?

No, unless you voluntarily send a request through the form.

Optimization Pilot Assistant