Use at the planning table
Open the card that matches the decision in front of you.
These cards are concise operating prompts for a real workflow. They do not rank tools, certify a platform, replace a policy, or make a product recommendation.
Map one workflow before adding a tool
A team is discussing an AI platform, but no one has written the actual handoffs, source information, approvals, or final destination for one piece of work.
02 / Tool rolesGive each tool one job
The team is comparing many products at once and treats every feature as if it must live in one platform or be used by everyone.
03 / Information boundarySeparate the system of record from the AI workspace
A platform discussion mixes the place where official business records live with the place where people draft, summarize, search, or test ideas.
04 / ControlsWrite a human release check
An AI-assisted output may move toward a customer, payment, public page, internal record, or operational action and the team needs a clear pause before it leaves the draft stage.
05 / ControlsMake platform costs visible before scale
A team is adding accounts, integrations, add-ons, or administration work without a shared view of who pays, who owns access, and what would be hard to unwind.
06 / Pilot reviewSet a pilot exit rule
A small trial has started, but the team has not agreed on what evidence would justify keeping, changing, expanding, or ending it.