OPRATORS — AI OPPORTUNITY AUDIT TEMPLATE
Use AI to build, not to think.

AUDIT DETAILS
Business:
Workflow owner:
People interviewed:
Date:
Auditor:

1. BUSINESS OUTCOME
What result matters to the business?
Current baseline:
Target measurement:

2. CURRENT WORKFLOW
Trigger:
Steps in order:
People involved:
Systems involved:
Inputs:
Outputs:
Approval points:

3. BOTTLENECK EVIDENCE
Where work waits:
Where information is copied:
Where errors or rework happen:
Frequency:
Hours per month:
Cost or consequence:
Recent example:

4. DATA AND ACCESS
Data needed:
Data owner:
Sensitive information:
Retention requirements:
Systems or APIs available:

5. RISK AND HUMAN CONTROL
What can the system draft or recommend?
What requires human approval?
What could go wrong?
How will failure be detected?
How will the team recover?

6. SMALLEST USEFUL TEST
One narrow use case:
Safe sample data:
Users in the test:
Test period:
What is excluded:

7. SUCCESS MEASURE
Baseline:
Target:
Quality check:
Reviewer:
Decision date:

8. RECOMMENDATION
[ ] Do not automate yet
[ ] Improve the ordinary process first
[ ] Build a small assisted workflow
[ ] Build a controlled automation with human review
[ ] Research legal, privacy, or security requirements before proceeding

Reason:
Next action:

Educational template only. An audit does not replace qualified legal, privacy, security, employment, tax, or industry-specific advice.