Free AI workflow planning tool
AI Business
Task Mapper
Decide Where AI Can Help and Where You Stay in Charge
Not every business task should be handed to AI. Map the work you do, note what could go wrong, and decide what may be AI-assisted, what needs human judgment, and what information should not be shared.
Free for WAHMN members · Online tool + Excel companion
Your work saves on this device and in this browser only. It won’t appear on your phone or another computer. Use Download or Print to keep a copy.
List Your
Business Tasks
Note Frequency
and Current Time
Consider Risk
and Sensitive Data
Define the
Human Review
Excel Companion
Included
What This Tool Helps You Do
Before adding another automation, look at the work itself. This mapper helps you record how often a task happens, how long it currently takes, what a mistake could affect, and whether sensitive information is involved. Then define a limited AI role, or keep the task with a person.
- Separate assistance from final decision-making
- Note risk and sensitive information for each task
- Define what a person needs to review
- Choose a small, appropriate task to test first
Set the boundaries.
Keep your judgment.♡
What’s Included
A task-mapping table, practical decision rules, and an optional prompt for your own AI assistant.
Expandable task map
List the task, frequency, current time, risk if wrong, and whether sensitive information is involved.
Three decision categories
Consider AI-assisted work, human-judgment work, and information that should not be shared.
AI role and review standard
Describe what AI may do, if anything, and what a person must check before using the result.
Working copies and an AI prompt
Save online or export CSV, use the separate Excel companion, or build a prompt from your task list and boundaries.
Perfect For You If…
For business owners who want to consider AI use thoughtfully before changing how their work gets done.
How You’ll Use It
Start with a short list of real tasks, not a goal to automate everything.
- 1
List the work you do
Record each task, how often it happens, and how much time it currently takes.
- 2
Consider risk and information
Ask what a mistake could affect and whether the task involves material you should not share.
- 3
Choose the role and review
Assign a category, define any AI assistance, and write the standard a person must check.
- 4
Save the map and test carefully
Keep a working copy. Try one appropriate task within your boundaries and review the result yourself.
Why It Matters
A task is not a good AI candidate simply because it takes time. The cost of a mistake, the information involved, and the need for judgment all matter. This map keeps those questions visible before you test a workflow. It is a planning aid, not a security assessment or an automation service.
Clear human oversight.
♡
Does it automate my tasks?
No. It helps you plan and classify work. It does not connect to your apps, run workflows, or make decisions for you.
Is AI required to use the map?
No. You can complete it yourself. The optional prompt goes into your own AI assistant and uses only the context you choose to supply.
Where does my task map save?
See the saving note near the top of this page. CSV exports and the Excel companion are separate copies. Avoid entering secrets or unnecessary personal data.
Plan the Assistance Before You Change the Workflow
Map the tasks, set your boundaries, and choose one sensible place to begin.
Free for WAHMN members · Online tool + Excel companion
Thoughtful progress.
♡