AI Use Case Finder Worksheet

Find the first safe places for your team to use AI: list your tasks, rate each one for fit and risk, and plan a small trial with a review step built in.

Who it is for

• People who run small businesses and keep hearing "you should be using AI" without knowing where to start.

• Managers and supervisors asked to find ways their team can use AI.

• HR, operations and training leads who want a simple, fair way to choose AI uses across teams.

• Anyone who wants an answer based on their own work rather than on general advice.

The problem it solves

Most teams try AI on whatever sounds impressive, and the first mistake that reaches a customer ends the experiment. This worksheet gives you a plain six-step method: list the work, rate each task with eight short questions about fit and risk, place it on a four-box grid, and try one to three low-risk tasks with a named reviewer and an end date. One rule keeps decisions about people and legal, medical or safety advice out of the picture entirely.

What is inside

• Before you start: the six steps, privacy and how to use it (page 1; 1 page)

• Copyright and License (page 2; 1 page)

• Guide: Step 1, list the tasks (page 3; 1 page)

• Guide: Step 2, rate fit (page 4; 1 page)

• Guide: Step 3, rate risk (page 5; 1 page)

• Guide: Steps 4 to 6, choose, try and decide (page 6; 1 page)

• Worked examples, common mistakes and variations (pages 7 to 9; 3 pages)

• Template 1: Task list (page 10; 1 page)

• Template 2: Fit and risk rating sheet (page 11; 1 page)

• Template 3: The grid and your first choices (page 12; 1 page)

• Template 4: Trial plan, with example (pages 13 to 14; 2 pages)

• Template 5: Trial review and team guideline, with example (pages 15 to 16; 2 pages)

• Editable Word version of everything above (18 pages)

• Excel scoring workbook (How to use sheet with the rating scales, a 25-row rating sheet with automatic scores and grid placement, and the dental office example)

How to use it

1. Read the privacy box and check your company's AI policy.

2. Read the guide page for each step and look at the dental office example.

3. List your team's repeated tasks (Template 1).

4. Rate each task for fit and risk (Template 2, or the Excel workbook).

5. Place each task on the grid and choose your first tries (Template 3).

6. Plan a short trial with a reviewer for every result (Template 4), then review and decide (Template 5).

Formats and file types

• Printable PDF (16 pages), US Letter.

• Editable Word file (.docx, 18 pages) with every template.

• Excel scoring workbook (.xlsx) that adds the scores and places each task automatically.

Frequently asked questions