Sidekick Orchestration
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AI Workflow Triage Kit

A practical scorecard for choosing the first AI workflow worth testing, plus a delegation map for deciding what to automate, accelerate, or keep human.

Best forBusiness owners, independent professionals, and operations leaders.
You leave withA ranked shortlist and one workflow brief with a trigger, inputs, controls, and success measure.

Use this when

The work is real, but the starting point is not.

  • Your team can name many AI ideas but cannot agree where to start.
  • The proposed work spans several people, files, or tools.
  • You need a reversible first test with a clear baseline.

Run the guide

Move from source material to a reviewed result.

  1. 01

    List recurring work

    Use real verbs such as prepare, reconcile, summarize, compare, draft, route, review, update, or report.

  2. 02

    Score value

    Rate frequency, time drain, delay or error cost, and handoffs from zero to three.

  3. 03

    Score buildability

    Rate repeatability, input readiness, safe testability, and measurability from zero to three.

  4. 04

    Apply the risk gate

    Name the human reviewer, allowed data, and approval point for every sensitive or consequential step.

  5. 05

    Set the delegation mode

    Choose Automate for low-stakes reversible steps, Accelerate for judgment-heavy work with review, or Stay Human when accountability cannot be delegated.

Delegation map

Choose how much of the work AI should own.

Automate

Low stakes and reversible

Use for repeatable steps with clear inputs, observable results, and a safe recovery path.

Accelerate

AI drafts, a person decides

Use when speed helps but judgment, context, trust, or quality still needs a responsible reviewer.

Stay Human

Accountability cannot be delegated

Keep people in control when the work carries high consequences, sensitive relationships, or unclear authority.

Starter prompt

Use this with your real source material.

Help me choose the first AI workflow worth testing. Interview me about recurring work, value, inputs, risk, and measurement. Recommend one reversible first test and state the strongest reason not to choose it.

Keep control

Review the parts that matter.

  • A high score never overrides sensitive-data, advice, send, money, permission, or compliance controls.
  • Keep the first test offline and draft-only when the approval point is unclear.
  • Test three real examples, including one awkward edge case, before scaling.