AI opportunity worksheet

It is easy to collect AI tools before deciding which problem is worth solving. This worksheet starts with the work your team already does: answering repeat questions, recording enquiries, preparing summaries, or moving information between systems. Listing those tasks makes the opportunity more concrete than a general ambition to “use AI”.

For each task, record who does it, how often it happens, and how long it takes. Then check whether the inputs are available, a good result can be defined, and a person can review mistakes. The worksheet helps you choose one manageable workflow with a named owner, a success criterion, and a clear stop condition.

Use estimates to make a shortlist, then measure the current process before committing to a build. Include setup, software, usage, maintenance, and review time in the comparison. The worksheet helps you ask better questions; it does not promise that every repetitive task should be automated or that estimated savings will be achieved.