01
Name the job
One workstream. Not “AI for the company.”
Lesson 07 / 07
Diagnose · Draft · Decide · ~12 min
Your first workstream
Map one leaky workstream and generate a live AI opportunity brief you can take into the week.
Start where time disappears
Pick one recurring job that burns hours: follow-ups, reporting, proposals, meeting actions.
Describe the facts. The model will draft an opportunity brief — you still decide what to build.
CRM
Sheets
Slack
Brief
Fig. 07 — A workstream is a path across tools
Before you generate
02
Name the leak
Hours, errors, delays — something measurable enough to feel.
03
Name the systems
Where truth lives today — CRM, sheets, Slack, docs.
04
Name done
What a good Friday looks like when this works.
Capstone
Workstream facts
Fill these in honestly. Vague inputs produce vague briefs.
Live demo
Live lab — draft the opportunity brief
Paste or refine your workstream facts below, then run. You will get a structured opportunity brief: problem, proposed system shape, human gate, and first experiment.
Treat this as a starting diagnosis, not a procurement decision. Next step in the real world: validate hours, define the human gate, then build the smallest working loop.
Checklist