Templates

AI templates and checklists for production delivery

Use these artifacts to scope a workflow, map controls, define evaluation, and decide whether an AI agent is ready to launch or expand.

Artifact stack
Reusable
4Core artifact groups
94%
Planning completeness target
1
Workflow focus at start
FastDecision support
Template 1

Workflow contract

  • Workflow name and owner
  • Systems touched and action scope
  • Success KPI and baseline
  • Known exceptions and fallback path
Template 2

Control matrix

  • Risk point
  • Policy or allowlist guard
  • Approval gate type
  • Evidence captured for review
Template 3

Evaluation harness plan

  • Golden-set categories
  • Metrics and pass thresholds
  • Reviewer sampling approach
  • Rollback criteria
Template 4

Launch checklist

  • Owner signoff
  • Security and reviewer signoff
  • Fallback procedures ready
  • Monitoring cadence scheduled
Where to use them

Use these artifacts in sequence

  • Use the workflow contract before solution design so the scope stays narrow.
  • Use the control matrix before build approval so reviewers can inspect risk treatment.
  • Use the evaluation harness plan before launch so release criteria are explicit.
  • Use the launch checklist before production rollout and every time autonomy expands.
Checklist

Workflow readiness

Validate ownership, data access, KPI quality, and exception visibility.

 Playbook

Governance controls

Map risks to approvals, policies, and evidence requirements.

 Guide

Evaluation harness

Define release criteria and regression coverage before production changes ship.

Want these artifacts mapped to one of your workflows?

We use the same structure to scope PoVs, control reviews, and production launch plans for high-volume enterprise workflows.

Book a Discovery Call See Workflow Library