Source: [Original HTML page](https://stolenorbit.com/en/tools/) Language: English YOUR AI WORKBENCH # 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. [4 interactive tools](https://stolenorbit.com/en/tools/#calculators) [Try the evaluation lab](https://stolenorbit.com/en/tools/ai-extraction-evaluation/) [20 operational templates](https://stolenorbit.com/en/tools/#templates) [Guides and services](https://stolenorbit.com/en/resources/) ## Put a decision to the test. [Source for this section](https://stolenorbit.com/en/tools/#calculators) Explicit assumptions, visible methods and downloadable results. No email required. [GUIDED ASSESSMENT ### 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 →](https://stolenorbit.com/en/automation-assessment/) [INTERACTIVE TOOL ### How much time could automation release? Estimate released capacity, recurring costs and theoretical investment recovery. Includes human review, exceptions and monitoring effort. Open the tool →](https://stolenorbit.com/en/tools/automation-roi-calculator/) [INTERACTIVE TOOL ### Choose 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 →](https://stolenorbit.com/en/tools/ai-project-prioritizer/) [INTERACTIVE TOOL ### Does 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 →](https://stolenorbit.com/en/tools/ai-or-automation/) ## Choose where to start Describe the work and compare opportunities and vendors before committing resources. [EDITABLE TEMPLATE + DOWNLOAD ### 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 →](https://stolenorbit.com/en/templates/process-inventory/) [EDITABLE TEMPLATE + DOWNLOAD ### Automation 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 →](https://stolenorbit.com/en/templates/automation-opportunity-scorecard/) [EDITABLE TEMPLATE + DOWNLOAD ### AI 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 →](https://stolenorbit.com/en/templates/ai-data-readiness/) ## Design the process Define data, connections, permissions and rules before building. [EDITABLE TEMPLATE + DOWNLOAD ### 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 →](https://stolenorbit.com/en/templates/integration-map/) [EDITABLE TEMPLATE + DOWNLOAD ### Human 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 →](https://stolenorbit.com/en/templates/human-review-policy/) [EDITABLE TEMPLATE + DOWNLOAD ### AI 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 →](https://stolenorbit.com/en/templates/ai-permission-matrix/) [EDITABLE TEMPLATE + DOWNLOAD ### Document 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 →](https://stolenorbit.com/en/templates/document-extraction-schema/) [EDITABLE TEMPLATE + DOWNLOAD ### Knowledge 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 →](https://stolenorbit.com/en/templates/knowledge-source-register/) [EDITABLE TEMPLATE + DOWNLOAD ### CRM data rules Define CRM identity, fields, duplicates and updates before automating. A worksheet covering authoritative sources, approvals and conflict handling. Fill in or download →](https://stolenorbit.com/en/templates/crm-data-rules/) [EDITABLE TEMPLATE + DOWNLOAD ### Business 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 →](https://stolenorbit.com/en/templates/business-reporting-brief/) ## Evaluate quality and control Prepare evidence and ownership to decide when the output is usable. [EDITABLE TEMPLATE + DOWNLOAD ### 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 →](https://stolenorbit.com/en/templates/ai-evaluation-dataset/) [EDITABLE TEMPLATE + DOWNLOAD ### AI 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 →](https://stolenorbit.com/en/templates/ai-vendor-scorecard/) [EDITABLE TEMPLATE + DOWNLOAD ### Procurement 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 →](https://stolenorbit.com/en/templates/procurement-quote-comparison/) ## Operate over time Organise rollout, maintenance, training and handover. [EDITABLE TEMPLATE + DOWNLOAD ### 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 →](https://stolenorbit.com/en/templates/exception-register/) [EDITABLE TEMPLATE + DOWNLOAD ### AI 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 →](https://stolenorbit.com/en/templates/ai-rollout-plan/) [EDITABLE TEMPLATE + DOWNLOAD ### AI 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 →](https://stolenorbit.com/en/templates/ai-monitoring-runbook/) [EDITABLE TEMPLATE + DOWNLOAD ### Automation handover worksheet Hand over an automation with owners, access, documentation, operating checks and support responsibilities. A checklist for ongoing operation. Fill in or download →](https://stolenorbit.com/en/templates/automation-handover/) [EDITABLE TEMPLATE + DOWNLOAD ### AI 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 →](https://stolenorbit.com/en/templates/ai-change-log/) [EDITABLE TEMPLATE + DOWNLOAD ### AI 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 →](https://stolenorbit.com/en/templates/ai-team-training/) [EDITABLE TEMPLATE + DOWNLOAD ### ERP 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 →](https://stolenorbit.com/en/templates/erp-reconciliation/) ## The document is a starting point. The process has to work. We help connect planning, implementation and ongoing operations. [Discuss your project](https://stolenorbit.com/en/contact/)