Turn an idea into an operating plan.
Choose a process, challenge your assumptions and create a document your team can use. Free planning tools, annotated examples and reusable worksheets.
Put a decision to the test.
Explicit assumptions, visible methods and downloadable results. No email required.
Find a first workflow to improve.
Four short steps to describe the work, identify what to check and prepare an editable brief.
Start the assessment →INTERACTIVE TOOLHow much time could automation release?
Estimate released capacity, recurring costs and theoretical investment recovery. Includes human review, exceptions and monitoring effort.
Open the tool →INTERACTIVE TOOLChoose a first project you can evaluate.
Compare AI opportunities using impact, frequency, data readiness, effort and risk. Identify prerequisites before selecting a pilot.
Open the tool →INTERACTIVE TOOLDoes this process need an AI agent?
Four questions to compare rule-based workflows, reviewed AI and bounded agents. Includes explanations, prerequisites and next steps.
Open the tool →Filter by title, description or outcome. Every template is available in Italian and English.
Choose where to start
Describe the work and compare opportunities and vendors before committing resources.
Business process inventory
Map a business process before automating it: steps, volumes, systems, exceptions and owners. Editable worksheet with examples and a download.
Fill in or download →EDITABLE TEMPLATE + DOWNLOADAutomation opportunity scorecard
Compare automation opportunities using evidenced benefits, feasibility and risk. A practical scorecard for choosing a first AI project transparently.
Fill in or download →EDITABLE TEMPLATE + DOWNLOADAI data readiness worksheet
Check whether your data is ready for an AI project: sources, quality, access, samples and gaps. Includes remediation actions and entry criteria.
Fill in or download →Design the process
Define data, connections, permissions and rules before building.
System integration map
Map CRM, ERP, email and AI connections: fields, triggers, permissions, failures and reconciliation. A practical worksheet for operations and IT.
Fill in or download →EDITABLE TEMPLATE + DOWNLOADHuman review plan
Define which AI actions need approval, who reviews them, what evidence is required and when work stops. An operational worksheet with examples.
Fill in or download →EDITABLE TEMPLATE + DOWNLOADAI permission matrix
Specify access for people, AI agents and integrations: resources, operations, approvals, tests and revocation. A practical worksheet without credentials.
Fill in or download →EDITABLE TEMPLATE + DOWNLOADDocument extraction schema
Define fields, types, sources, checks and ambiguity handling for AI document extraction. Prepare outputs that business systems can actually use.
Fill in or download →EDITABLE TEMPLATE + DOWNLOADKnowledge source register
Organise an AI assistant’s sources: ownership, versions, permissions, refresh and citation checks. A practical template for managed internal knowledge.
Fill in or download →EDITABLE TEMPLATE + DOWNLOADCRM data rules
Define CRM identity, fields, duplicates and updates before automating. A worksheet covering authoritative sources, approvals and conflict handling.
Fill in or download →EDITABLE TEMPLATE + DOWNLOADBusiness reporting brief
Define a report’s decision, metrics, sources, checks and distribution. A worksheet separating verified calculations from interpretations needing review.
Fill in or download →Evaluate quality and control
Prepare evidence and ownership to decide when the output is usable.
AI evaluation dataset
Prepare AI test cases with inputs, expected outputs, critical failures and review criteria. A worksheet for repeatable evaluation before release.
Fill in or download →EDITABLE TEMPLATE + DOWNLOADAI vendor scorecard
Compare AI partners on evidence, integrations, support, cost and exit arrangements. A worksheet for evaluating proposals against the same scope.
Fill in or download →EDITABLE TEMPLATE + DOWNLOADProcurement quotation comparison
Compare quotations with equivalent quantities, units, additional costs, delivery and exclusions. A purchasing worksheet with evidence and clarification steps.
Fill in or download →Operate over time
Organise rollout, maintenance, training and handover.
Automation exception register
Track paused cases, failures and duplicates across automated workflows: impact, owner, recovery and prevention. A practical operational worksheet.
Fill in or download →EDITABLE TEMPLATE + DOWNLOADAI rollout plan
Plan an AI rollout with an initial cohort, progression criteria, checks, stopping rules and recovery. An editable template for moving beyond a pilot.
Fill in or download →EDITABLE TEMPLATE + DOWNLOADAI operations runbook
Define checks, alerts, ownership and recovery for AI and automation in production. A practical runbook for ongoing managed operation.
Fill in or download →EDITABLE TEMPLATE + DOWNLOADAutomation handover worksheet
Hand over an automation with owners, access, documentation, operating checks and support responsibilities. A checklist for ongoing operation.
Fill in or download →EDITABLE TEMPLATE + DOWNLOADAI change log
Record changes to prompts, models, sources and integrations: rationale, tests, approval and recovery. Track which version produced each outcome.
Fill in or download →EDITABLE TEMPLATE + DOWNLOADAI team training plan
Plan AI training around real work: roles, exercises, allowed data, output checks and support. Includes a practical assessment of readiness.
Fill in or download →EDITABLE TEMPLATE + DOWNLOADERP integration reconciliation
Compare source records with your ERP to find missing items, duplicates and differences. Includes keys, checks, uncertain outcomes and verified closure.
Fill in or download →No matching templates. Try a broader term or clear the search.
The document is a starting point. The process has to work.
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