AI quick scan - test
Use this form to scan one specific workflow for AI optimization opportunities. Please describe one real workflow only. The goal is to understand how the work happens today, where AI could create value, and where risks, data, ownership or human oversight issues may appear.
1. What workflow are we scanning?
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Optional: attach a process map, SOP, short workflow description or screenshot of the current process.
2. What is the business purpose of this workflow?
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Optional: attach KPIs, SLA targets, team goals, reporting dashboards or management notes.
3. Who is involved in this workflow and who owns it?
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Optional: attach a RACI matrix, team structure, role description or approval matrix.
4. Please describe the workflow step by step as it works today.
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Optional: attach screenshots, a swimlane diagram, SOP, checklist or sample case flow.
5. What data, documents and systems are used as input?
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Optional: attach sample input documents, data field lists, screenshots of systems, templates or data maps.
6. What output does the workflow produce and who uses it?
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Optional: attach sample outputs, anonymised reports, message templates, CRM exports or decision records.
7. Where are the main bottlenecks, delays or quality problems?
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Optional: attach time studies, backlog reports, error reports, QA feedback, customer complaints or operational metrics.
8. Which parts of the workflow are repetitive, text-heavy, rules-based or dependent on searching information?
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Optional: attach recurring templates, knowledge base examples, classification categories, checklists or common cases.
9. Where could AI help, and what level of AI involvement would be acceptable?
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Optional: attach ideas, examples of desired output, tool screenshots, pilot notes or sample prompts already used by the team.
10. What could go wrong if AI is used in this workflow, and what limits should be set?
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Optional: attach risk notes, incident examples, policy restrictions, compliance requirements, security requirements or examples of sensitive data that must not be used.