Resources

Templates

Structured workbooks for the thinking around your AI work — the rules your team works by, which use cases to pursue, how to decide, the processes and agents AI will touch, and the research, briefs and calendar behind your content. Every template is free.

11 templates · page 1 of 2

▾
XLSXMost popular

AI Business Context Workbook

Document your business once — products, customers, positioning, brand voice, approved claims and restrictions — then generate a reusable context block that makes every AI task more accurate and on-brand.

13 worksheetsContext generatorReusable across tasks

Business context · Brand voice · Guardrails

XLSX

AI Agent Brief & Specification Template

Turn a vague AI-agent idea into a reviewable specification — purpose, tasks, context, tools, approval rules, outputs and acceptance tests — before anyone writes a line of code or a system prompt.

9 worksheets8-step workflowAcceptance tests

AI agents · Requirements · Guardrails

XLSX

AI Automation Planning Canvas

Plan one automation before you build it — map the process step by step, decide what AI, rules and people should each handle, surface the risks, then hand over an implementation-ready plan.

5 worksheets12 readiness checks4 AI helpers

Automation · Workflow design · Human oversight

XLSX

AI Competitor Analysis Workbook

Turn a competitive question into an evidence-backed comparison and a decision — log sources, verify what matters, profile 3–6 competitors on the same dimensions, then decide what to do next.

10 worksheets12 comparison dimensions5 AI prompts

Competitor research · Evidence · Strategy

XLSX

AI Content Brief Template

Turn scattered content requirements into a reviewed brief a human or AI writer can execute — objective, reader, angle, structure, approved sources and guardrails, compiled into one handoff.

5 worksheets11 readiness checksCopy-ready brief

Content · Briefing · Guardrails

XLSX

AI Content Calendar & Production Tracker

Plan what you will publish, track every piece through production, and see what needs attention — a pipeline, an idea backlog, a calendar and a review queue in one reusable workbook.

6 worksheets300-item pipeline4 AI helpers

Content operations · Planning · Publishing

XLSX

AI Use-Case Prioritization Matrix

Decide which AI use cases deserve attention first — score value, feasibility, risk and confidence on anchored scales, see where each lands, and leave with a shortlist of one to three you can defend.

5 worksheets11 scored criteriaValue × feasibility

AI strategy · Prioritization · Risk

XLSX

AI-Assisted Decision Matrix Workbook

Compare real options with weighted criteria, recorded evidence and non-negotiable requirements, let AI challenge the reasoning, then make and document a decision that stays yours.

7 worksheetsWeighted scoring4 AI challenge prompts

Decision-making · Evidence · Critical thinking

XLSX

AI-Ready SOP Template

Document one process so people can follow it and AI can help without guessing — steps, decisions, exceptions, where AI assists, how quality is checked, and who keeps it current.

8 worksheetsAI assist mapQuality controls

SOPs · Operations · Human oversight

Keep it where you work

Carry your context into every AI task.

A filled-in template is only useful if it travels with the work. Workbench is our browser extension for exactly that — keep context and prompts organised, fill the variables in a form, and run them without leaving ChatGPT, Claude or Gemini.

Explore Workbench