SELF-GUIDED AUDIT
AI Leverage Audit Workbook
A practical workbook for finding the 3 processes where AI is most likely to save time, reduce friction, or increase throughput.
WHAT IS INSIDE
Find your first three AI levers before buying another tool.
✓ Process inventory worksheet
✓ Time-cost and repetition scoring
✓ AI fit vs. conventional automation decision tree
✓ Human judgment and data-sensitivity screen
✓ Impact / effort / risk ranking matrix
✓ Top-three leverage plan
✓ 30-day experiment worksheet
WHO IT IS FOR
Owners and teams who want a practical first move.
This is designed for people who know AI is relevant but do not want another list of 100 tools. The goal is to help you make one better decision about a real process and know what to test next.
It is educational material, not legal, tax, accounting, financial, medical, or other licensed professional advice. High-consequence decisions still require qualified humans and verification.
Want to apply this to your own work?
Keep it self-guided, map the business with a human, or practice alongside a small cohort.