professional service owners resource library
Templates and worksheets to make AI decisions less vague.
Use these when you need structure for prioritisation, rollout planning, or internal review before building anything.
Filter by topic
Filter by effort
Template
easyAI Automation Readiness Checklist
A compact checklist to decide whether a workflow is ready for automation now or still needs cleanup.
Template
easyWorkflow Prioritization Scorecard
A simple scorecard to compare candidate workflows and stop choosing the first AI project emotionally.
Template
easySOP Capture Worksheet
A worksheet that helps operators extract a usable process from a voice note, screen recording, or rough handoff explanation.
Template
easyHuman Review Checklist
A lightweight review standard for deciding what humans must verify before an AI-assisted workflow is allowed to move forward.
Common stack
Apps and automation tools that show up repeatedly in these playbooks.
The exact stack depends on the workflow, team, and handoff needs, but these are the systems and build options that come up most often.
Common apps used in the playbooks
Common tools used to automate