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Human-AI Workflow Designer

Most teams experimenting with AI adopt it tool by tool, without stepping back to ask: how should this whole workflow actually work with AI involved? This planner takes a workflow you own, maps it step by step, and helps you assign clear roles (human, AI-assisted, or AI-automated) at each stage, along with decision rights and risk flags.

Why this matters: Research consistently shows that the highest value from AI comes not from replacing human steps, but from clarifying which human judgements are genuinely irreplaceable, and freeing up time for them. A mapped workflow is a conversation starter: it surfaces assumptions about who does what and why, and makes the implicit explicit.

The Workflow

Workflow Name

Team / Department

Date Mapped

Purpose of this workflow (what it produces and for whom):

How often this workflow runs:

Who is currently involved:

Step-by-Step Workflow Map

List each step in the workflow. For each one, identify who or what does it, assign a role type, note the key decision involved, and flag any risk if the step goes wrong. Use the role type guide below.

H — Human only
Requires human judgement, relationship, or context

A — AI-assisted
Human leads, AI supports (drafts, summarises, suggests)

AI — AI-automated
AI executes independently, human reviews output

#	Step Description	Current Owner	Role Type (H / A / AI)	Key Decision or Judgement at This Step	Risk if Wrong
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Add more rows if needed before printing.

Decision Rights

For each AI-assisted or AI-automated step, clarify who holds final decision authority. This prevents ambiguity about accountability when something goes wrong.

#	Step	AI produces:	Human decision-maker:	Override criteria (when should the human override?):
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Workflow Analysis

Steps where AI adds the most value in this workflow:

Steps where human judgement must be preserved (and why):

Steps with the highest risk if AI gets it wrong:

Steps that currently slow the workflow most (bottlenecks):

What has changed in this workflow in the past 12 months?

What might change in the next 12 months?

Redesigned Workflow Summary

Describe the redesigned workflow in plain language (how it will work once changes are implemented):

Steps moving to AI-assisted:

Steps moving to AI-automated:

Steps remaining fully human (and why):

Next Steps

#	Action	Owner	By When
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Review date:

Who to involve in the review:

Share this with your team: The most valuable output of this tool is the conversation it starts, not the document it produces. Use the completed map in a team session. Ask: does this reflect reality? Where do we disagree? What would we change? The best human-AI workflows are designed together.