Back to homeBrief structure
PROJECT BRIEF / AI AUDIT
Prepare a focused AI project brief.
Use this checklist before an AI audit, automation project, RAG build, LLM system or AI-assisted product sprint.
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Bring the process, data, users and constraints before choosing a model or writing code.
Intake checklist
What to prepare
Enough context for a useful first discussion
- The business process, product goal or repeated operation you want to improve.
- Current tools: CRM, ERP, spreadsheets, website, APIs, messengers, databases or document stores.
- Users, roles, approval points and actions that must stay under human control.
- Data examples, sensitive fields, access limits and deployment constraints.
- What a useful first prototype should prove in one or two weeks.
Best first projects
Where AI engineering has a practical path
- AI automation for repeated internal work, routing, enrichment or drafting.
- RAG assistants for trusted documents, product knowledge or internal policies.
- LLM systems with structured outputs, tool use and evaluation cases.
- AI-assisted MVPs, dashboards, internal tools and integration surfaces.
What not to send
Risk and scope control
- Passwords, tokens, private keys or production credentials.
- Unredacted personal data before access boundaries are agreed.
- A request to “add AI” without a process, user or decision point.
- Claims about required model choice before the workflow is understood.