PRISMWORKS | WORKFLOW DECISION BRIEF
Companion: https://prismworks.ai/resources/choosing-your-first-ai-workflow/
Version: 2026-11-02 | Copy and adapt for your team. No submission required.
Keep completed records and sensitive evidence in your approved environment.

1. DEFINE THE WORK
Workflow name:
Business owner / backup:
Trigger and starting state:
Inputs and source owners:
Completed outcome and who accepts it:
Included cases / excluded cases:
Current process and systems:

2. ESTABLISH THE BASELINE
Observation period and representative sample:
Eligible cases per period:
Handling effort per case (preparation + review + correction):
Elapsed time and queue delays:
Quality, rework, and unresolved exceptions:
Evidence locations and owners:
Unmeasured assumptions:

3. COMPARE THE OPTIONS
Options: existing application / process improvement / conventional automation /
AI-assisted workflow / further investigation / stop.
For each option record:
- Expected change in the work and why it is plausible:
- Integration and source requirements:
- Review, support, and operating effort:
- One-time and recurring costs:
- Evidence supporting the estimate:
- Largest uncertainty and how to resolve it:

Capacity hypothesis:
Eligible volume x change in total staff effort per case, less ongoing effort.
Distinguish redeployable time from a demonstrated reduction in expenditure.
Test sensitivity to review effort, exceptions, and eligible volume.

4. DEFINE THE BOUNDARY
Permitted information and actions:
Required approvals and authorization owners:
Conditions requiring a stop or human review:
Acceptance criteria and representative cases:
Operating owner, support, pause, and recovery responsibilities:

5. RECORD THE DECISION
Decision: adopt / improve / implement / investigate / stop
Reason and supporting evidence:
Open prerequisites (each with owner, action, review date):
Next bounded step and investment:
Evidence needed to expand, redesign, or stop:
Decision owner and date:

For each important claim mark: evidence confirmed / assumption to test /
prerequisite unresolved. Do not average a missing prerequisite into a score.