Use AI for business work

AI work checklist

1. 01

   Plan the task

   Write the result you need, the work involved, and the checks required. Decide which parts AI can assist with and which need a person.

   • What will you do with the output?
   • Who will review it?
2. 02

   Give clear instructions

   Include the audience, purpose, constraints, requested format, and what the tool should do when information is missing.

   • Are the requirements specific enough to check?
   • Have you separated facts from assumptions?
3. 03

   Use relevant sources

   Supply the files or authorize the research needed. Check which sources were actually used, their dates, and whether they support the answer.

   • Can you open each important source?
   • Does the source support the claim, not just the topic?
4. 04

   Work in reviewable stages

   Separate research, drafting, checking, and revision when the task needs them. Do not mistake a longer process for a better result.

   • Can you check each stage before relying on it?
   • Are errors carried into the next stage?
5. 05

   Verify important claims

   Check figures, quotations, citations, and facts that affect a decision. Recalculate important numbers and seek qualified review where needed.

   • Which claims could cause harm if wrong?
   • Which claims remain unverified?
6. 06

   Look for errors and alternatives

   Ask for competing explanations and missing evidence. Then check them yourself; an AI critique can also be wrong.

   • Does the criticism have evidence?
   • What would change the conclusion?
7. 07

   Save the reviewed work

   Keep the sources, instructions, output, corrections, and final version together. Make it clear which version is approved for use.

   • Can another person trace an important claim?
   • Can they tell draft from reviewed work?
8. 08

   Agree how it will be used

   Decide who can use or publish the output, what review is required, and what disclosure is appropriate. Keep access within the agreed information rules.

   • Who takes responsibility for the result?
   • Are confidential details exposed?

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