Templates and checklists

AI templates and checklists

Copy a template, replace the brackets and use it. They are editorial tools. They do not promise results, and none of them has been tested against a particular product.

You are helping me write a follow-up email after a call. Use only the notes below. Do not add facts, dates or promises that are not in the notes. If something is unclear, list it as a question at the end.

Recipient: [name and role]. Tone: [for example, friendly and brief].
Notes from the call: [paste your checked list of decisions and actions].

Write: (1) a two-sentence thank-you and recap, (2) a bulleted list of decisions, (3) a bulleted list of actions with an owner and date where the notes give one, (4) a closing line asking the recipient to correct anything I missed.

I am researching: [question]. Give me a short overview in five bullets. For each bullet, name the source (title, author or organisation, year) and quote the sentence it relies on. If you are not sure a source exists, say so. List what you could not find, and give two points on which sources disagree.

Audience: [who will read this]. Do not include claims without a source.

[ ] The whole product is still there: handles, straps, feet, small text.
[ ] Edges look clean at 100% zoom, with no halo of the old background.
[ ] See-through or fine parts (glass, mesh, hair-thin lines) look right.
[ ] The shadow is deliberate: kept or replaced on purpose.
[ ] Colours still match the real product.
[ ] The file is large enough for your page's zoom view.
[ ] The image looks right on its final background, not only on a checkerboard.
[ ] You own the photo, or have the right to edit and publish it.
[ ] The tool's terms allow the commercial use you plan.

Tool: ______   Plan or trial: ______   Trial ends: ______   Price after: ______ (currency: ______)
Job I am testing: ______
Success looks like: ______    I will stop if: ______

Run  Date   Input used   Minutes taken   Edits needed (minutes)   Credits or units used   Problems
1
2
3

Exported my work and left cleanly?  yes / no   Time taken: ______
Fits inside the plan's limits?  yes / no   Which limit is closest: ______
Decision on [date]:  keep monthly / switch / stop / go annual

[ ] Tested with one invented record that I control, not a live customer.
[ ] The trigger fires once per event: checked in the run history.
[ ] Two automations do not share the same trigger.
[ ] The automation does not write to the place it watches.
[ ] A unique ID is stored, and repeats are skipped.
[ ] A human approves any message before it is sent, until I trust it.
[ ] I know what happens at the plan limit: stop, queue or extra charge.
[ ] I can switch it off quickly, from my phone.
[ ] Automatic top-ups are off until I trust the usage.
[ ] I recorded the credits or tasks one run used.

[ ] Every fact, number, date and name is checked against a source I opened.
[ ] No quotation or statistic I cannot trace.
[ ] Qualifiers survived: "if", "unless", "up to".
[ ] No claim about a product, price or law that I have not verified.
[ ] Nothing copied from another site or a customer's private document.
[ ] The text sounds like us, and I would say it aloud.
[ ] Claims about results are ones I can support.
[ ] I disclosed AI help where my audience or a rule expects it.

[ ] The job it must do, written in one sentence.
[ ] Tested on a free plan or trial, three runs.
[ ] Price per seat or per unit, the currency named on the page, and the billing period.
[ ] Monthly or annual, commitment length, and refund terms.
[ ] Seats I need now, minimum seats, who can add seats.
[ ] What happens at the limit, and the price of extra usage.
[ ] Taxes and connected-app costs added.
[ ] Commercial-use terms for what I will make.
[ ] How I export my work if I leave.
[ ] Renewal date in my calendar, and an owner for the invoice.

Process to improve: ______   Owner: ______   Pilot dates: ______
Today it takes: ______ minutes per time, ______ times a month.
Tool(s) we will try: ______   Plan: ______   Budget cap: ______
Success measure (decided now): for example, minutes saved per time, or errors per ten items.
Who reviews every output: ______
Data we will not put in: ______
Week 1: set up, one small task.   Week 2: run on real work with review.
Week 3: measure against the success measure.   Week 4: decide keep, change or stop.
Decision on [date]. If we stop, how we leave: ______

[ ] What data will go in: personal, customer, financial, health, confidential?
[ ] I read the vendor's data terms: what it keeps, for how long, and whether it trains on my data.
[ ] I know where to find and change the privacy settings.
[ ] People in the recording, document or message have agreed, where agreement is needed.
[ ] I use invented or removed data for tests.
[ ] Who in my team may use the tool, and for what.
[ ] How to delete my data and my account.
[ ] Whether my contracts or rules limit sending this data to a third party.