# AI workflow pilot brief

Rubix Labs · https://www.hirubix.com/resources/ai-workflow-pilot
Planning template, revised 10 October 2026. Complete locally; use approved or synthetic examples.

## The task
- Primary user:
- Trigger/input:
- Current steps and tools:
- Desired output:
- Where this pilot stops:
- Current task volume and effort (include how measured):

## Data and access
- Approved data sources and owner:
- Representative examples and difficult cases:
- Required output fields / supported sources:
- Systems the pilot may read:
- Systems it may change, and required approval:
- Sandbox availability and vendor dependencies:
- Retention, data-location and access constraints:

## Evaluation
- Who judges correctness:
- Test-set selection and held-back examples:
- Baseline / current process:
- Pass conditions by task or field:
- Critical errors that must route to review:
- Missing-input and conflicting-input cases:
- Integration outage, duplicate and retry cases:
- Version and date of each evaluation:

## Operating assumptions
- Expected monthly completed tasks:
- Model / API usage per completed task (observed):
- Other subscriptions, storage and infrastructure:
- Review effort per task (observed):
- Owner of exceptions and maintenance:

## Decision and handover
- Proceed / revise / stop, with evidence:
- Required production hardening:
- Source code, account ownership and documentation:
- Agreed exclusions and next phase: