1. Workflow
What business process should the AI support first?
Checklist
AI Source-Boundary Checklist.
Use this before a scope call to define the first workflow, approved sources, exclusions, owners, approvers, and later-review concern.
2. Approved sources
What source classes should the AI use for that workflow?
3. Exclusions
What must stay out of scope?
4. Owner and approver
Who owns the source boundary and who approves activation?
5. Validation questions
What questions should pass, and what should refuse or escalate?
6. Later-review need
What will you need to prove later if the AI workflow expands or fails?
Safe-use note
Describe classes, not secrets.
Use general descriptions: “maintenance SOPs,” “client folders,” “pricing approvals,” “HR files.” Do not paste confidential content, credentials, or regulated records into a first inquiry.
Next step
Bring this checklist into the intake form and AuditTrace will recommend whether to start with a Starter Workflow Audit, Department AI Evidence Audit, RAG Evidence Readiness review, or partner package.