Ten free templates
for organizing AI work.
Download ten simple text files for organizing priorities, setting approval rules, testing repeated tasks, recording evidence, and explaining what to do when something fails.
Companion to Build the Workflow. Keep the Judgment. · Free · No email required
Plain-English overview
What do these files help you do?
These files help one person or a small team keep AI work organized. They record the current priority, the rules AI must follow, the tasks in progress, who approves important actions, and the evidence showing what actually happened.
Start with the first six files to organize the work. Then describe one repeated task, test it with ten normal and failure examples, decide which actions require approval, and make sure another person can use it and handle a problem.
The files do not make an AI process safe, legal, or correct by themselves. Use only information you own or are allowed to use. A responsible person must approve money, identity, contracts, professional decisions, and sensitive information.
Make the work easy to understand
Write down what matters now, what is in progress, and which facts are confirmed.
Decide what needs approval
Write down what AI may do, what it may prepare, and what a responsible person must decide.
Test the process and prepare for failure
Test a clear result and common failures before depending on the process.
Companion version 0.1
Ten files.
One organized workspace.
These are simple text files. Download each one, complete only what you know, and mark anything you have not verified as UNKNOWN.
Version 0.1 · Updated July 30, 2026
- 01 Download text template
Understand
Context
Define who you are, what matters now, how you work, and which facts the assistant must not guess.
- 02 Download text template
Set rules
Rules
Write down what AI may do automatically, what needs a person's approval, what is prohibited, and how to stop all activity.
- 03 Download text template
Understand
Current State
Keep current priorities, active work, blockers, review dates, and directly read measurements in one place.
- 04 Download text template
Build
Work Queue
Limit active work and give each item a responsible person, starting information, next action, clear result, and required evidence.
- 05 Download text template
Test
Proof
Record what actually happened, the evidence, the external consequence, and what remains unknown.
- 06 Download text template
Build
Scheduled Tasks
Document one scheduled task, including its approved sources, limits, evidence, failure handling, and restart steps.
- 07 Download text template
Build
Repeated Task Plan
Define what starts one repeated task, who owns it, what information it uses, what AI may do, what a good result looks like, and how to finish manually.
- 08 Download text template
Test
Ten-Example Test
Test normal work, missing and conflicting information, private data, money, failures, duplicates, and situations that require a person.
- 09 Download text template
Set rules
Approval Levels
Decide which actions AI may take and which require a person, especially public actions, money, contracts, identity, and professional decisions.
- 10 Download text template
Test
Team Handoff and Failure Plan
Check whether another person can use, inspect, stop, and restore the process without the original builder taking over.
The browser worksheet saves only on your device, exports a spreadsheet file, and prints to PDF. Use made-up or specifically approved information only.
Book and companion
Why keep the book and templates separate?
The book explains the decisions
The book explains sources, approval rights, repeated-task plans, clear results, testing, evidence, failure handling, and team use. These ideas should remain useful as tools change.
The templates can keep improving
The editable files can receive corrections, new versions, and practical notes without requiring a new edition of the book.
Before you download
Straight answers.
Is the book available now?
Yes. The Kindle edition is available on Amazon for $9.99. The paperback is available on Amazon for $17.99. These free templates can also be used on their own.
Why keep the templates outside the book?
The book explains decisions that should remain useful over time. The downloadable files can be corrected and improved as AI tools change.
Do these templates require a specific AI product?
No. They are simple text files for recording sources, limits, approvals, a good result, tests, evidence, and what to do after a failure. Adapt them to the rules that apply to your work.
Does this page collect the information I put in the templates?
No. The links download blank text files. Complete and store them in a folder or app you control. Do not place passwords, protected information, or material you lack permission to use in an AI tool or process.
Do the templates make an AI workflow secure or compliant?
No. They help make decisions, approvals, and failure steps visible. You remain responsible for the laws, contracts, privacy rules, professional duties, account controls, and human review that apply to your work.