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The Boteam starter pack
Three working documents to run your first AI-assisted process — the same method the playbook teaches.
Business job inventory worksheet
List the repeating jobs in your business, score each for volume, error cost and how written-down it is, and pick the one worth improving first.
- Jobs list: every repeating task, who does it, how often
- Scoring: time per week · cost of an error · is it written down?
- Selection: one job, one owner, one baseline number to record this week
Human–AI handover cards
A one-page card format for any AI-assisted task: what AI prepares, what a person checks, what stays human-only, and the limits AI cannot cross alone.
- Task split: AI does · Human checks · Human only
- Limits: money and risk lines that always need a person
- Backup: who covers the task when the reviewer is away
First pilot plan and acceptance checklist
A 5-step, two-week pilot frame: baseline, knowledge pack, trial with 100% review, error log, and a go/stop decision with numbers.
- Step-by-step pilot plan with owner and deliverable per step
- Acceptance checklist: what must be true to continue
- Stop rule: how to roll back to the old process safely
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