016 fields + 4 review questions
One-page AI task brief
Name the user, input, acceptable output, evidence, boundary, and fallback before choosing a model.
AI VISTA / WORKBENCH
Do not just read the method. Leave with a sheet you can fill.
Eight blank templates for task framing, pilots, authority, citations, MCP intake, evaluation, recovery, and cost. No email required. Fill them with your own real cases.
HOW TO USE
- Pick the sheet that matches the decision in front of you.
- Fill it with one real case before writing a general policy.
- Ask a second person to decide pass, revise, or stop from the sheet alone.
EIGHT TEMPLATES
Download by the decision that is stuck.
Files are Markdown or CSV and open in Excel, Numbers, Notion, or any text editor.
0210 rows × 9 columns
Ten-case pilot sheet
Turn a demo into reviewable evidence with ordinary, difficult, ambiguous, unsafe, and missing-input cases.
035 levels + 3 gates
Agent permission ladder
Place every action on a five-level ladder, bind approval to scope and evidence, then decide whether to expand autonomy.
045 claim types + 8 columns
Citation audit sheet
Check every material claim for a current source, correct version, supporting passage, and owner.
05Identity / data / operations / decision
MCP server team intake
Check identity, tool allowlist, tenant boundaries, rate limits, audit, and kill switch before a team depends on it.
068 rows × 10 columns
Evaluation set
Fix cases, pass criteria, failure labels, severity, and two-reviewer adjudication by task slice.
074 scenarios + pass condition
Approval agent recovery drill
Rehearse duplicate requests, timeout after payment, partial success, and wrong vendor details.
087 cost buckets
AI workflow cost sheet
Put input, output, tools, human review, failure recovery, and infrastructure in one sheet.
LICENSE
Free to use and adapt at work. Do not resell.
You may copy, adapt, and use these templates inside your team. If you republish them or use them in paid training, attribute AI Vista and link to this page. The templates are not legal, security, or compliance certification.
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