Task Overview
Process Name: _________________________________
Current Time Investment: _____ hours per week
Desired Outcome: _________________________________
1: Task Breakdown
List each step in your current process and categorize it:
| Step Description |
Category* |
Time Required |
Compliance Requirements |
| 1. |
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| 2. |
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| 3. |
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| 4. |
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| 5. |
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Categories:
- PJ (Professional Judgment)
- DC (Data Collection)
- DOC (Documentation)
- COM (Communication)
- ADM (Administrative)
2: Automation Analysis
For each step listed above, answer these questions:
Step 1: [Step Name]
- Could AI assist with this step? ☐ Yes ☐ No ☐ Partially
- What specific AI tools could help? _________________
- What human oversight is required? _________________
- Potential time savings: _____ minutes/hours
- Risk assessment: ☐ Low ☐ Medium ☐ High
[Repeat for each step]