Dark Water Group / Field guide

Start with the work your organization is ready to improve.

Use this checklist to explore where AI assistants, knowledge systems, or workflow automation may fit—and what to consider before moving ahead.

A working checklist

Bring these questions into the conversation.

Mark the prompts that are relevant now. Unchecked items can remain open questions.

Start with work your team already understands.

Note recurring questions an AI assistant might help prepare or answer.
Find information your team may want surfaced through a knowledge system.
Map repeatable steps or hand-offs that could be explored for workflow automation.

Check the need and the conditions around it.

Name a specific business need and the people who experience it.
Check whether the current process, tools, and relevant information are understood.
Identify who can help shape and review a limited starting scope.

Consider information, access, and review before choosing a workflow.

Make room for people to learn and adjust.

Assessment, then implementation

Share the work, tools, and questions you are considering through the existing AI assessment inquiry form.