CRAVE GENIUS / AI PILOT PLANNER Free working sheet — define the task before choosing a tool. Business / owner: Workflow: Who does it today? Inputs / sources: Expected output: Who approves the work? Current time per completed, approved task: Common exceptions / cost of an error: ALTERNATIVES Could a simpler process or fixed rule solve this? Why does AI fit this particular task? BOUNDARIES Permitted data: Prohibited data: Approved users: Processing location / retention / vendor settings to confirm: Allowed actions: Actions requiring approval: When to stop and escalate: TESTS Representative cases with expected answers: Incomplete and conflicting inputs: Out-of-scope requests: Separate evaluation examples: Reviewer: MEASURES Time to approved result, including review and corrections: Material-correction rate: Escalation rate: Software / maintenance / review costs: Acceptable result: Stopping condition: Review date: Fallback when unavailable: Want help? cf@cravegenius.com