Built from the same AI workflow system Scott uses to run AIA Copilot. Download the worksheets, score one workflow, and decide what to build next without vendor hype.
Seven questions scored 0–14 to decide whether a workflow is ready for an AI agent, Microsoft Copilot agent, automation, or custom workflow assistant.
Use this before you buy tools or start building. It checks ownership, data, success metrics, exceptions, approval, escalation, and guardrails.
A six-section workflow template for handing real work to AI safely: task, context, authority, stop rules, output standard, and handoff.
Use this after the readiness checklist. It includes a worked dispatch triage example you can adapt to inbox, meeting prep, quote follow-up, customer research, or reporting workflows.
A practical filter for picking your first AI workflow: repeatability, volume, risk, data quality, team readiness, and measurable payoff.
A simple way to measure whether an AI workflow is improving time, quality, cost, adoption, and business outcomes after launch.
No gate on the downloads. If you want the next tool in the series, leave your email and we’ll send it when it is ready.
Email capture is coming later. The PDFs above are direct downloads.
Book an AI Opportunity Assessment and we’ll identify the workflow worth fixing first, the readiness gaps that matter, and the safest path to implementation.
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