Templates

Editable templates for AI projects.

Each template below is a real, editable worksheet you can use before committing to a project — not a locked PDF.

Book a callSee the templates ↓
Template

AI Opportunity Inventory

A downloadable worksheet listing every candidate automation workflow with volume, cost, and evidence, so you compare and prioritize before committing budget.Get template Template

AI Project Business Case

A downloadable worksheet for a multi-year cost/benefit case across low, base, and high scenarios, so a funding decision shows its assumptions, not one number.Get template Template

Academic Scheduling Data Readiness Checklist

A downloadable checklist confirming every data input a scheduling automation needs, who owns it, and how missing data is handled, before scoping the project.Get template Template

Collections Automation Escalation Matrix

A downloadable routing template for deciding, condition by condition, what a collections automation may do alone and what it must hand to a person.Get template Template

AI Agent Acceptance Test Plan

A downloadable test-case worksheet covering happy-path, edge-case, failure, and adversarial scenarios an AI agent should be tested against before going live.Get template Template

AI Agent Permission Matrix

A downloadable matrix documenting exactly which tools, actions, and roles an AI agent may use, what needs approval, and what rate or volume limits apply.Get template Template

AI System Handover Checklist

A downloadable checklist covering the runbook, training, recovery, and access items an operator needs before taking over a live AI system.Get template Template

AI Vendor Evaluation Scorecard

A downloadable weighted scorecard for comparing AI vendors on your own criteria, not the criteria each vendor's pitch deck emphasizes.Get template