Consulting Practice
Qualify a meeting-summary use
A summary may look useful, but the team must identify who acts on it and how errors are corrected.
Use case strategy
Free Canadian small business workbook
AI Use Case Qualification Sheet
A worksheet for separating real AI-native opportunities from shallow automation ideas.
7 pages · PDF workbook · No email required
Preview the complete PDF All 7 pages · Free to explore
Scroll through the full workbook below. Download the PDF for selectable text, printing and your own working copy.
What’s inside
A working guide
for a real decision.
Qualify a use case by decision value, repeatability, context requirements, risk boundaries, and operational ownership. Use this guide to make the operating choice explicit, test it with evidence, and record who owns the next decision.
Who this is for
Teams turning architecture work into a reusable operating artifact.
Bring the people who own the work
Include the workflow owner, a person who performs the work, a reviewer with authority to approve or stop it, and the relevant data or tool owner.
Includes an explainer, working worksheet, three illustrative examples and practical considerations. This is a planning PDF, not prebuilt automation software.
Use it with your own work
Five questions
to work through.
Choose one workflow. Record enough context to support a decision, then use the worksheet to name the owner, evidence and next review.
Frequency
How often does this use case occur, and who feels the pain?
Decision leverage
What business decision becomes clearer or faster?
Context dependency
Which sources must be available for the AI to be useful?
Human role
Where must a person review, approve, edit, or override?
Risk boundary
What should this system never decide, say, or execute?
Illustrative examples from the workbook
Where this becomes practical.
Independent Retailer
Qualify a demand forecast
Seasonal sales are variable; the owner needs a decision that the forecast actually improves.
Accounting Practice
Qualify an exception assistant
A promising analysis tool is not ready until source access, validation, and review rights are clear.
- AI-supported role
- Organize evidence on frequency, decision value, context needs, and risk before build approval.
- Human authority
- The business owner makes the go, defer, redesign, or reject decision.
- What to measure
- Track qualified use cases, missing inputs, pilot outcomes, and ideas stopped before unnecessary build.
Illustrative scenarios, not client results or a promise of performance. The workbook includes additional case-specific prompts.
A useful first step
Use the workbook.
Bring us the next question.
Download and use it without booking a call. If you want help applying it, email Chris with the workflow you’re considering and what you want to improve.
Discuss your workflowFurther reading in the library
General operational guidance only. These resources are not legal, privacy, cybersecurity or regulatory advice.