Lead magnet
Safe AI Workflow Checklist.
Use this before connecting AI to anything live, sensitive, expensive, or reputation-bearing. One workflow. One owner. One boundary. One review rhythm.
Checklist
Work through these before the first real pilot.
1. Workflow
- The workflow is specific enough to name in one sentence.
- The task already happens regularly.
- The first version can run on copied, read-only, or non-sensitive material.
- Success can be seen within 30 days.
2. Boundary
- The AI has the smallest useful access.
- Live systems are excluded unless explicitly approved.
- The work happens in a safe folder, sandbox, second account, or contained workspace.
- Sensitive, HR, payroll, customer, legal, and production data are excluded by default.
3. Accountability
- One human owner is accountable for the workflow.
- The AI responsibilities are written down.
- Approval remains human.
- Exceptions are routed to a named person.
4. Review
- Outputs are reviewed daily in week one.
- Mistakes become explicit rules or stop conditions.
- The workflow has an exception log.
- There is a clear point where the pilot is stopped, narrowed, or expanded.
5. POC charter
- The purpose, boundary, owner, data sources, tools, and review rhythm are written down.
- The POC has a start date and decision date.
- The team knows what good looks like.
- The board, boss, or client explanation is plain enough to repeat.
6. Next decision
- Continue only if the workflow saves time, reduces misses, or improves visibility.
- Narrow if the value appears in only one sub-task.
- Stop if access risk rises faster than evidence of value.
- Do not expand until the current boundary is stable.
Turn this into a sprint
Start At The Edge is the paid 30-day version.
The paid briefing turns this checklist into a sequence: workflow choice, safe access, AI RACI, POC charter, review rhythm, and a board or client-ready explanation.