Resources

All resources

Everything we’ve published for doing serious work with AI — prompt packs to run the tasks, workflow kits to manage the project, templates for the context AI keeps asking you to repeat, and checklists for verifying what it hands back. All free.

24 resources · page 2 of 3

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XLSXAI workflow

AI-Assisted Lead Qualification Workflow

Qualify incoming service leads the same way every time — evidence-backed ratings on four weighted criteria, a suggested route, human approval and a clear next action, with AI assisting at each step.

5 stages4 weighted criteria3 AI prompts

Lead qualification · Sales · Human approval

XLSXAI workflow

AI Automation Discovery & Design Workflow

Find the automation worth building, then design it properly — screen candidates, map the real process, assign steps to automation, AI or people, plan for failure, and pilot before you commit.

8 stages10 suitability checksDesign brief

Automation · Process design · Controls

XLSXAI workflow

Human-in-the-Loop AI Workflow

Design an AI-assisted process with human judgement in the right places — map who does each step, write reusable AI task briefs, set explicit review gates, then pilot and improve from real runs.

6 stages4 gate typesRun log

Human oversight · AI operations · Process design

XLSXTemplate

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

XLSXTemplate

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

XLSXTemplate

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

XLSXTemplate

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

XLSXTemplate

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

XLSXTemplate

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

The layer underneath

Put them to work inside your LLM.

Every resource here ends up somewhere you actually use it. Workbench is our browser extension for that — bulk-import a prompt pack, keep your context and checklists organised, fill the variables in a form, and run them without leaving ChatGPT, Claude or Gemini.

Explore Workbench