AI workflow automation for reporting and operations

Pilot preparation checklist

[ ] Choose one recurring report and an accountable reviewer.
[ ] Collect redacted inputs and an approved example output.
[ ] Define calculations separately from narrative drafting.
[ ] Check periods, totals, missing values, and source references.
[ ] Evaluate corrections and completion time on representative samples.
[ ] Document approval, recovery, and ongoing ownership.

Prepared for: __________
Workflow owner: __________
Review date: __________

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