Prepare a task for an AI workshop

Bring a task, a sample input, and a way to check the output. The more concrete the brief, the easier it is to use workshop time well.

Prepare a small sample

Choose fictional or approved material. A short set of notes, a sample invoice, or a few FAQ entries is enough for an exercise.

For meeting notes, write the expected actions by hand first. That answer key helps you catch missing tasks, invented owners, and changed dates.

Fill in the brief

What I want to make easier:
Current process:
Sample input:
Expected output:
Facts that must stay correct:
Details that must remain unknown:
Who will review the result:
Actions that need approval:

Separate a draft from an integration

A prompt that returns an action list is useful practice. Connecting a notes source, a model call, a review queue, and a destination is additional work. Ask which of those steps the session covers.

Keep account access and real external actions outside the first exercise unless the scope and authorization are clear.

Plan your next check

After the session, try an incomplete input and a conflicting input. Record mistakes and total review effort. Use those results to decide whether to refine the prompt or develop a connected workflow.

Try the sample action-list exercise before the workshop, or send Jon your task brief.