AI Office Work Checklist

Use This Checklist Before You Use AI at Work

AI can help with many office tasks, but the workflow should still be clear, safe, and reviewed. Use this checklist before relying on AI output for workplace tasks.

The Checklist

• Task: What office task should AI help with?
• Input: What notes, email, document, meeting, or data will you provide?
• Output: Do you need a draft, summary, checklist, table, plan, or brief?
• Sensitivity: Does the input include confidential, customer, employee, legal, financial, or private information?
• Review: Who checks the output before it is used?
• Accuracy: What facts, numbers, names, dates, or sources must be verified?
• Reuse: Can this become a template, prompt, or repeatable workflow?

The Rule

If the work affects customers, money, employees, legal issues, or company commitments, keep human review in the workflow.