LeverageAI / Practical worksheets
AI information preparation record
Inspect sources and record the changes needed before a workflow test.
- An inventory of required sources and gaps
- Checks for meaning, dates and permissions
- A completed client-reporting example
A free worksheet from ailevrg.com/guides/ai-data-preparation
Your answers stay in this tab. Save an editable copy before you leave.
Choose the question or workflow first. Inspect a representative sample before planning a large migration.
See the example ↓Worked example · Invented for this guide
Preparing reporting information
Invented teaching example. No client outcome is claimed.
Required records
An invented client agreement, metric definition and two monthly exports.
Checks
Client identifiers and metric definitions match.
One export covers only part of a month.
Correction
Hold the comparison until an authorised complete-period source is available.
Evidence
Keep each source link, the period it describes and the date collected.
Test
A report-preparation request must flag the incomplete comparison rather than produce an unsupported explanation.