Audience
Prospective sponsors and operating owners
AI Strategy & Readiness · Updated August 8, 2026
By PlanckCyber
AI Discovery Preparation Guide
Prepare one workflow for a senior, evidence-based discussion.
How to use this resource
Prepare one workflow, not an enterprise-wide list. The goal is to make the decision and evidence explicit.
Important: Do not send sensitive files or credentials through ordinary email.
When to use it
A workflow briefing or readiness discussion is scheduled.
Objective
Improve discovery quality and reduce generic AI conversation.
Describe the workflow
- Trigger
- Completed outcome
- People and teams
- Systems involved
- Main steps
- Common exceptions
Describe current performance
- Volume
- Cycle time
- Cost / effort
- Quality / rework
- Risk / loss
- Evidence source
Define the decision
- Decision required
- Executive sponsor
- Operating owner
- Decision deadline
- Budget path
Prepare constraints
- Approved data categories known
- Sensitive or regulated data identified
- Required reviewers identified
- Prohibited actions identified
- Integration owners available
- Users available for testing
Bring to the discussion
- Workflow map or written description
- Current measures or samples
- Systems list
- Known incidents or failure examples
- Stakeholder and decision list
Do not send by ordinary email
- Credentials or secrets
- Production tokens
- Unapproved regulated data
- Privileged legal material
- Confidential files outside the approved channel
Start with the problem
Have a problem AI might solve?
You do not need a specification. Tell us what you are trying to improve.