Practical guides

Before you connect tools,
define the handoff.

Useful questions and checklists for the business owner commissioning an AI workflow. Open resources, with no mailing-list signup.

Guide · 13 October 2026

How to scope an AI workflow pilot before connecting live systems

Define one handoff, its allowed operations and acceptance evidence before commissioning an AI workflow pilot. A practical guide for business owners.

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Guide · 13 October 2026

AI product content automation: fix the approval handoff first

A practical approach to product content automation: carry approved facts, versions and reviewer decisions from a creative brief to the product record.

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Guide · 13 October 2026

AI workflow assessment or pilot? What to commission first

Choose an AI workflow assessment, technical proof of concept or bounded pilot based on the decision your team needs to make and the evidence still missing.

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Guide · 13 October 2026

MCP integration reliability checklist for business workflows

Review permissions, tool discovery, failure reporting, ambiguous writes and owner handover before relying on an MCP integration for a business workflow.

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Guide · 14 October 2026

What access should an AI consultant need to connect business tools?

Plan consultant access by stage: redacted assessment samples, a limited test environment, client-controlled grants and a verified removal process.

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Guide · 14 October 2026

Who owns an AI workflow after the pilot?

Separate deliverable rights from operating responsibility, then agree a handover with client-controlled accounts, evaluation evidence, a pause route and support boundaries.

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Open worksheet

The one-workflow
pilot checklist.

Name the handoff, bound the permitted operations and define four acceptance cases before commissioning a pilot.

Use or download the checklist

Start with the work

A good first project starts with one real task.

Tell me what your team does repeatedly and which tools it crosses. We can check whether a focused engagement makes sense.

Prepare a project brief

No obligation. Fees and dates are agreed before paid work begins.