Deployment workbench

Bring a workflow.
Leave with a pilot review.

Make the decisions your team needs before connecting AI to business systems: scope, permissions, approval, evaluation, and rollback.

A brief for the stakeholder meeting. Get a proposed workflow, an open-action list, and release criteria you can edit and share.

Browse use cases and example pilot plans →

Already running a pilot? Record results with the evaluation worksheet →

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1. Define the workflow

Start with one bounded piece of work.

Workflow name (required)Desired business outcome (required)Current process and handoffs (required)Systems of record (required)Volume and frequency (required)

2. Set the boundaries

Leave uncertain details blank. They will become open actions in your brief.

Consequence of a wrong output (required)What may the AI do? (required)Accountable workflow ownerApproval before use or actionData access and source freshness

3. Define evidence for rollout

These answers describe a plan. They do not prove that the checks have passed.

Test cases and acceptance criteriaStop conditions and rollbackBudget and operating measuresPrevious attempts (optional)

// your draft plan

Your AI pilot review

These are planning inputs, not evidence that a control has passed. The release gates stay open until your team reviews the results.

Next: test the plan and record the evidence →

What decision did this help you make, and what was missing? Send feedback. Include only information you intend to share.