Task guide · comfortable · 20 minutes

Organise recurring work

Keep repeated context, inputs and review points together so a routine becomes easier without becoming unsupervised.

Situation: You return to the same report, project, client or review and repeat the setup every time.
Finished outcome: A reusable briefing, current source set and explicit human checkpoint for each cycle.

The complete workflow

Understand the hand-off before opening a product.

The reading order remains useful without the visual layout: person, AI, review, result.

01 · person
You provide
A narrow goal, current sources and a repeatable brief.
02 · ai
AI helps
A reusable draft or change summary each cycle.
03 · review
You check
Stale context, exceptions and whether the routine still helps.
04 · result
Finished result
A reviewed recurring output with clear ownership.

AI helps with

A useful first pass

Keeps related context together
Identifies what changed since the last cycle
Prepares a repeatable first draft or reminder

You bring

Context and responsibility

Whether stored context is still current
Exceptions and changed circumstances
Every output before an external action

Worked example

See where the draft changes.

The correction is the core teaching moment, not an optional warning after the result.

01 · Input

What the person provides

Weekly project metrics, decision log, open risks and a fixed Friday review format.

02 · AI draft

The useful first pass

This week: two metrics changed, one risk increased and three decisions remain open. Draft review pack prepared with two [CHECK] items.

03 · Human correction

Facts and judgement

The project owner removes a resolved risk, explains a metric definition change and cancels a reminder that no longer serves the team.

04 · Final result

Human-approved outcome

A current weekly review with changed assumptions visible and no unattended external action.

Try it

Use your own material.

Remove anything you cannot share, replace the bracketed details and keep the checking step.

Do not automate a process nobody can explain or review.
Do not retain broad, stale or sensitive context merely for convenience.

This recurring workflow is for [goal]. Use only [approved sources]. Each cycle: 1) identify what changed, 2) connect it to earlier decisions, 3) list unresolved questions, and 4) prepare the smallest useful next output. Do not assume old information is still true when newer material conflicts. Stop before any external action and ask me to review [checkpoint].

Supporting product guides