No accountable owner
No named person can review the result, explain the decision, or intervene when the workflow fails.
Free resource / 12-point decision tool
Score the work before you automate it. Six questions separate a useful delegation candidate from a task that still needs human context, judgment, or responsibility.
Print-friendly: use your browser’s Print command, circle one score per row, then total the final column.
Step 1 / Hard stops
If any statement below is true, stop. A high numerical score does not override missing authority or a consequence the team cannot responsibly absorb.
No named person can review the result, explain the decision, or intervene when the workflow fails.
The workflow would use data, systems, identities, or communication rights the operator is not authorized to delegate.
An error could create serious health, legal, financial, security, employment, or safety harm without qualified review.
The team cannot inspect the inputs, verify the important claims, or reconstruct what the system did.
Step 2 / Score the task
Score the actual workflow you can run today—not the ideal version you hope to build later.
| Criterion | Question | 0 points | 1 point | 2 points | Your score |
|---|---|---|---|---|---|
| Repetition | How often does substantially similar work recur? | One-off or unpredictable | Occasional pattern | Frequent, stable pattern | ___ |
| Outcome clarity | Can a reviewer tell whether the result is acceptable? | Success is subjective or disputed | Some standards exist | Clear result and quality bar | ___ |
| Input readiness | Are the permitted inputs available and understandable? | Missing, scattered, or unauthorized | Available with cleanup | Reliable, named, and permitted | ___ |
| Verifiability | Can claims and actions be checked against evidence? | Hard to inspect | Partly traceable | Evidence is visible and testable | ___ |
| Reversibility | Can a bad output or action be corrected without lasting harm? | Irreversible or costly | Recoverable with effort | Easy to review and reverse | ___ |
| Consequence | What happens if the system is confidently wrong? | High-stakes harm or obligation | Contained operational cost | Low-stakes and bounded | ___ |
| Total | ___ / 12 | ||||
Step 3 / Choose the operating boundary
The workflow is too unclear, consequential, or difficult to verify. Simplify it before introducing AI.
Let the system prepare work, but require a person to inspect every output and take every action.
Test real cases, log corrections, and let AI prepare the next action without completing it.
After proven runs, allow narrow actions inside explicit limits with logging, monitoring, and escalation.
If the task failed Step 1, resolve that issue before using the numerical band. When uncertainty sits between two scores, choose the lower one.
Step 4 / Brief the pilot
Recurring result: ______________________________________________
Permitted inputs: ______________________________________________
Quality standard: ______________________________________________
Must never: ___________________________________________________
Evidence required: _____________________________________________
Human approval before: ________________________________________
Mark missing context, unsupported claims, unnecessary corrections, and every place the system should have stopped.
Measure attention returned, correction time, exception rate, and whether the reviewer can explain the result.
Broaden access or action only when the prior level works across ordinary cases and known edge cases.
Final approval check
Keep the useful signal
Join Issue 001 now. We’ll email you when the first five-minute Sunday brief goes live.