Consulting Practice
Rank intake against proposal drafting
Both ideas save time, but intake has clearer inputs and a safer approval path for a first pilot.
Workflow selection
Free Canadian small business workbook
AI Workflow Prioritization Matrix
A worksheet for ranking where AI should enter operations first.
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.
Compare workflows by impact, feasibility, risk, measurability, human review, and reversibility before choosing what to build. 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.
Impact
How much time, quality, revenue, service, risk, or decision clarity could improve?
Feasibility
Are the context, data, permissions, integrations, skills, and operating capacity available?
Risk
What customer, financial, compliance, or operational harm could occur if this fails?
Measurability
Can the team compare a baseline, acceptance threshold, and ongoing monitoring signal?
Human review
Can an accountable person review the right outputs and exceptions without becoming the bottleneck?
Illustrative examples from the workbook
Where this becomes practical.
Independent Retailer
Compare ordering and customer replies
The owner must choose between a measurable stock problem and a customer-facing response use with greater error risk.
Accounting Practice
Choose a low-risk starting workflow
Client summaries, reconciliations, and reminders differ in data quality and professional review burden.
- AI-supported role
- Compare candidate workflows against a consistent impact, feasibility, risk, and reversibility rubric.
- Human authority
- Leaders choose the first workflow and document why attractive alternatives should wait.
- What to measure
- Compare baseline friction, pilot value, risk exceptions, and the cost of human review.
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.