Copy this canvas into your wiki or ticket. Complete it with process owner + IT before pilot launch.
AI workflow canvas
| Section | Your answer |
|---|---|
| Workflow name | |
| Business outcome (1 sentence) | |
| Primary metric | |
| Process owner | |
| Executive sponsor | |
| Trigger | |
| Steps (human / model / both) | 1. … 2. … 3. … |
| Allowed context sources | |
| Denied data | |
| Human review gate | Who? When? |
| Eval cases (count) | |
| Pass threshold | |
| Audit log location | |
| Target pilot end date |
Release checklist
- [ ] Context spec reviewed (architecture guide)
- [ ] Boundaries documented (data boundaries)
- [ ] Eval smoke passed
- [ ] Risk forum aware (cadence)
Practice
Walk the canvas with Workflow Basics and implement in training when you need hands-on exercises.
Tips
- Revisit the canvas when you change models, connectors, or policy packs.
- Store completed canvases next to eval results so reviewers see intent and evidence together.
- One canvas per workflow—avoid mega-documents that mix unrelated processes.