AI Worker Workflow Diagnostic

Find the first workflow before you buy more AI.

Use this when the goal is marketing, demand gen, revenue follow-up, research, analytics, or operations, but the first workflow and approval boundary are not yet clear.

One workflow Systems involved Approval rule Success metric Path to pilot
What This Does

Turn ambiguity into a qualified next step.

The diagnostic is intentionally small. It gives the ALCUB3 review team enough context to decide whether this should become an AI Worker Pilot, a self-serve Agent path, or a trust-boundary review.

  • 01Capture the actual recurring workflow, not a generic AI wish list.
  • 02Identify the systems and inputs the worker would need to read.
  • 03Define the approval rule before automation touches the business.
  • 04Pick one useful proof or success metric for the first readout.
Diagnostic Intake

Submit records the diagnostic for review. It is not acceptance into a pilot. If live capture is unavailable, a manual review queue ID is generated and included in the fallback email draft.

Routing Outcome

Four possible next steps.

The goal is not to force every visitor into sales. The right path depends on workflow maturity, trust boundary, and whether the proof can be scoped.

Self-Serve

Private AI Agent

Use one private agent when the work is mostly personal, exploratory, or not yet a team workflow.

Managed

AI Worker Pilot

Scope one repeatable workflow with inputs, receipts, approval rules, and a first readout.

Enterprise

Trust-Boundary Review

Route to sales-led deployment review when data, compliance, or trust boundaries matter first.

Hold

No-action-yet

Defer when the workflow is too vague, the data is unavailable, or no approval owner exists.