Stage 4 of 5
Delegate to AI: well-scoped assignments
About 50 minutes. Progress: 0%.
Handing off a multi-step task
Delegating is like briefing a capable new assistant. A good brief says what you want, what you're providing, the steps, and how you'll judge the result.
- Scope it small. One clear outcome per assignment.
- Describe the files. Name each one and what's in it, so you notice if the AI misreads something.
- Use checkpoints. Ask it to pause after each step so mistakes don't snowball.
- Define "done". Acceptance criteria make review quick.
- Review independently. Check the work against the original data — not against the AI's own description of it.
Practice scenario: weekly small-business review
These files describe a fictional bakery. They're generated here in your browser so you can practice safely without real business data.
- Download the three files and open them yourself first.
- Load the practice scenario into the brief builder below and copy the brief.
- In ChatGPT or Claude, attach the files yourself (if your plan allows file uploads) or paste their contents, then paste the brief.
- Compare the AI's answer with the reference summary.
Show the reference summary (calculated from the files)
- Rows in sales file: 21 (7 days x 3 products).
- Total revenue: $2955.00.
- Sourdough loaf: 104 units, $832.00.
- Croissant: 242 units, $847.00.
- Coffee: 319 units, $1276.00.
- Highest-revenue product: Coffee.
- Best day: Sat 2026-03-07 at $584.00.
- Weekend (Sat + Sun) share of revenue: 38%.
- Feedback themes: croissants selling out before noon on weekends (2 comments), slow Saturday line (1), sourdough praise (1), request for oat milk (1).
- Marketing: the croissant newsletter and Instagram post came just before a strong weekend, but the data can't prove they caused it. Flyers can't be measured.
- Reasonable suggestions: bake more croissants for weekends, look at Saturday staffing or a faster coffee line, consider testing oat milk.
Wording will differ, but numbers should match exactly.
File checks and independent validation
- Ask the AI to report the row count and column names before it analyzes anything. Compare with what you see (21 rows of data here).
- Re-add one total yourself in a spreadsheet or calculator.
- Spot-check one product and one day against the file.
- Check every quote or theme against the original text — AI can invent quotes.
- Be wary of cause-and-effect claims ("the post caused the sales") that the data can't support.
Project Brief Builder
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Your entries save automatically in this browser as you type.
Fill in a field or load the practice scenario to see your brief.
This app doesn't upload files or run AI. You do that in your own tool.
Privacy
Practice with the fictional files first. Before sharing real business files with an AI tool, remove client names and personal details, and check your plan's data settings and any client agreements.
Reflection
Saved automatically (in this browser, and to your account if you are signed in). You can edit it any time.
Activity checklist
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