Free AI workflow audit template

Audit one handoff before you automate it.

Use this 10-minute worksheet to map the trigger, owner, handoffs, exception path, human decision, and measure for one repeatable workflow. It helps separate work AI can prepare from decisions a person still needs to own.

Use the template Score the workflow free

No email, account, form, cookie, or advertising tracker. Keep examples sanitized and do not paste passwords, payment data, regulated records, or confidential client information.

One workflowKeep the scope narrow enough to observe end to end.

One decision ownerName who approves exceptions and customer commitments.

One measurable failureUse an observable delay, rework, error, or missed handoff.

Copy the worksheet.

Complete it with the process owner, not from memory alone. If a field is unknown, write “unknown”—that gap is part of the audit.

AI WORKFLOW AUDIT — ONE HANDOFF

1. Workflow
What repeatable business outcome are we mapping?

2. Trigger
What exact event starts the workflow?

3. Owner
Who is accountable for the outcome from start to finish?

4. Inputs and systems
What information arrives, from where, and in which tools?

5. Handoffs
For each transfer: who sends what, to whom, by when, and what proves receipt?

6. Main failure
Where does work wait, repeat, disappear, or become unclear?

7. Exception path
What happens when information is missing, late, duplicated, or outside policy?

8. Human decision
Which approval, judgment, price, promise, or risk decision must stay with a person?

9. Current measure
What observable number would show improvement without promising an outcome?

10. First safe change
What is the smallest reversible change worth testing for 30 days?

Use operational facts, not customer secrets. This page does not save or transmit what you write elsewhere.

Pressure-test the map.

A workflow is not ready for automation just because it repeats. These four checks expose the handoff conditions that tools and generic prompts usually hide.

Receipt evidence

Can the receiver tell that the right information arrived, or does the sender merely assume it did?

Exception ownership

When the normal path fails, is there one named owner and a clear escalation rule?

Decision boundary

Can software prepare the decision while a person retains pricing, policy, legal, or customer commitments?

Measurement boundary

Can the team observe the change without pretending a tool alone caused revenue, savings, or growth?

Worked example.

A contractor quote-follow-up handoff, kept narrow enough to audit. The example is illustrative and does not claim a business result.

WorkflowFollow up on an approved estimate after it is sent.

TriggerEstimating system records a sent timestamp and quote reference.

OwnerThe person accountable for customer follow-up, not “the sales team.”

HandoffEstimator confirms scope → system records sent evidence → owner receives a dated follow-up task.

Main failureA sent quote has no visible owner or next-contact date.

ExceptionMissing contact permission, revised scope, duplicate quote, or customer response routes to the owner.

Human decisionPrice changes, promises, discounts, and unusual customer commitments require approval.

MeasureShare of sent quotes with an owner and dated next step; report it without claiming revenue causation.

Choose the right role for AI.

The audit should narrow the action, not automatically recommend more software.

Prepare

Summarize, classify, draft, or surface missing information for a person to review.

Automate

Move predictable, reversible work only when inputs, ownership, and exception handling are clear.

Keep human

Preserve approvals, judgment, pricing, sensitive access, and external commitments behind explicit review.

Need an independent map and a decision?

The fixed-scope ARIIA AI Operations Audit covers one workflow diagnostic, an as-is handoff map, one priority system blueprint, and a 30-day action plan. Implementation is separate; no business or financial outcome is guaranteed.

Preview the private fit request Inspect the illustrative sample

USD $497 · one workflow · scope and timing confirmed before payment · submitting a fit request does not create a purchase