AI Workflow One-Pager
Turn a one-off chat into a repeatable workflow on one page: trigger, inputs, steps, the instruction, who reviews, who owns it, and when it gets reviewed.
AI WORKFLOW ONE-PAGER One page per workflow. If it does not fit on a page, it is two workflows. NAME: ______________________ OWNER: ______________________ (one person, by name) REVIEWER: ______________________ (who checks the output before it is used) 1. TRIGGER — when does this run? ______________________ (e.g. "every Friday at 2pm", "after each customer call") 2. INPUTS — what goes in, and where it comes from Input: ______________________ Source: ______________________ Input: ______________________ Source: ______________________ Anything sensitive in these inputs? [ ] No [ ] Yes → stop, check the data boundaries first 3. STEPS 1. ______________________ (person / AI) 2. ______________________ (person / AI) 3. ______________________ (person / AI) 4. ______________________ (person / AI) 4. THE INSTRUCTION — five parts Goal: ______________________ Approved source: ______________________ Constraints: ______________________ Output format: ______________________ Flag for a human: ______________________ 5. REVIEW — what the reviewer checks, every time [ ] Every claim traces to the source [ ] Format followed [ ] Numbers match [ ] ______________________ 6. WHERE THE OUTPUT GOES ______________________ (channel, folder, system — not "my chat history") 7. WHEN IT FAILS If the output is wrong: ______________________ If the tool is unavailable: ______________________ FIRST REVIEW DATE: __________ Decision then: keep / change / stop
What you need first
- One task you have already done with AI at least twice
- The prompt you used, however rough
- The name of someone who can judge the output quickly
How to use it
- 1
Write it for a task that already works in chat. This page makes it repeatable; it does not make it work.
- 2
Name one owner and one reviewer. “The team” is nobody.
- 3
Fill section 5 with what the reviewer actually looks at, then time one review. If it takes longer than doing the task by hand, the workflow is not ready.
- 4
Put the first review date in a calendar before you file the page.
Make it yours
- Keep all one-pagers in one shared folder. That folder is your AI workflow register.
- If step 3 has more than six steps, split it.
A planning worksheet, not a prompt: fill it in with your team. It pairs with the SOP Creation with AI workflow. See where it fits in AI for Operations, or take the AI Readiness Assessment to find your team’s weakest area. Want to work through it with Jack? See how training works.
Templates that pair with this one
Two-Week AI Workflow Review
The review run two weeks after a workflow starts: was it used on real work, was it accurate enough, where did checking take too long — then one decision: keep, change or stop.
Open template →Approved Source Inventory
A one-page list of the documents AI is allowed to read for your team’s work: what each one is, where it lives, who owns it, and when it was last checked.
Open template →Workflows that use this template
SOP Creation with AI
Write a standard operating procedure from a recorded walkthrough or an expert’s spoken explanation, then test it on someone new.
Open workflow →Meeting Notes to Action Items with AI
Turn a transcript or rough notes into decisions, action items with owners and dates, and open questions.
Open workflow →
Bring one task.
Leave with it running.
Book a 30-minute call. You’ll have a recommended format and a written quote within 24 hours.
Book a WorkshopOr email [email protected] · text TRAINING to (469) 425-4142