LeverageAI / Practical worksheets
AI workflow design sheet
Connect a request to a useful result, with named information sources and human responsibilities.
- A diagram of the main steps
- Rules for missing information and approval
- A completed client-content example
A free worksheet from ailevrg.com/guides/ai-workflow
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Start with one recurring job. Use fixed software rules for checks that can be stated clearly; mark where a model or a person needs to interpret something.
See the example ↓Worked example · Invented for this guide
A client asks for a content draft
Invented teaching example. No client outcome is claimed.
Request
Prepare a short draft for an agreed audience, using the current client brief.
Rules
Use records for this client only.
Do not publish or create an unsupported factual claim.
Work
Retrieve the approved brief and relevant context.
Prepare a draft and preserve the records used.
Exceptions
If the brief does not support a claim, leave it out and explain the gap.
If records conflict, show the disagreement to the named reviewer.
Review
The reviewer checks the draft and authorises the next step.
The accepted decision is recorded for later work.
Client
Receive a specific request
Name the audience, purpose and kind of content required.
Software rules
Check which information may be used
Select this client’s approved records and check their validity and access.
AI model
Prepare a draft with supporting records
Use the selected brief and context. Attach the evidence needed for factual claims.
Client or named expert
Review the draft and the evidence
Check accuracy, suitability and whether the request needs specialist advice.
Approved publishing process
Release and record the decision
Publish only through the agreed route and retain the approved version.
Missing evidence returns an unknown or a question. A draft is not permission to publish, spend money or change the client’s systems.