Practical Tools
Guides, checklists, and worksheets
Use practical guides, checklists and worksheets to assess an opportunity, compare approaches and prepare your next decision.
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Agentic AI vs RPA Decision Guide
Use this decision guide to choose between deterministic RPA, AI-assisted workflow automation, and agentic AI based on inputs, variability, controls, and integration needs.
OpenAI Agent Governance Checklist
A practical checklist for defining authority, human review, data access, logging, evaluation, change control, and safe failure behavior for AI agents.
OpenAI Agent Readiness Checklist
Use this practical checklist to evaluate whether a business workflow is a good candidate for an AI agent and what needs to be defined before implementation.
OpenAI Architecture Decision Guide: Workflow, Agent, RAG, or GraphRAG?
Use a practical decision worksheet to choose deterministic workflows, bounded agents, RAG, or graph-assisted retrieval for your business task.
OpenAI Workflow Discovery Template
Use this template to document a business workflow, its systems, decisions, exceptions, controls, and automation opportunities before designing an AI agent.
OpenEnterprise AI Integration Checklist
A practical checklist for connecting AI agents and workflow automation to enterprise systems, APIs, identities, data sources, and operational controls.
OpenPrivate & Self-Hosted AI Decision Checklist
Document private AI requirements across data flows, model artifacts, serving capacity, access controls, hybrid routing, costs, and ownership.
OpenProduction AI Launch Checklist: Evals, Security, Controls, and Monitoring
Use an on-page production AI launch checklist covering evaluation, authority, review, recovery, monitoring, rollout, and accountable ownership.
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