AI Concierge — Repetitive-task automation planning worksheet1. Choose one task
Task: ____ Trigger: ____
Input source: ____ Current steps: ____ Output destination: ____ Reviewer: ____
Example: classify completed and pending items from a fictional weekly list. Keep confidential material, credentials and customer personal information out of the sample.
2. Reusable prompt
Separate this fictional process into input, processing, human review, exceptions and output. Flag uncertain automation opportunities as questions; do not assume tools or integrations are available. Require approval before external sending, deletion, payment or publication.
Example: prepare a weekly list → classify items → reconcile against source records → share internally.
3. Design exceptions and duplicate handling
Stop for missing input. Decide how repeated requests are identified. If delivery is uncertain, check the prior result instead of automatically resending. Preserve a manual fallback for outages. Define permissions, retention, deletion and recovery.
4. Test a small example
Fictional data: ____ Expected result: ____
Normal case: ____ Missing data: ____ Duplicate input: ____
Facts to record: ____ Review owner/date: ____
Distinguish a working test from an operational service. Confirm permissions and approval before connecting real data. Do not promise time savings before measuring them.