FORMWEFTTask name and owner
Name tasks by business action. Record who is currently accountable for the result, and who uses, reviews, or depends on the output.
AI workflow guide
First write out the workflow clearly, then decide which AI to use.
Define the minimum useful version from owner, trigger, input, human boundaries, output, testing, and operational responsibility.
Ten workflow blueprint checklist
Put the following questions on the same page. Parts that cannot be answered are the conditions to be met before entering development.
Trigger and completion criteria
What event starts the task, and what structured output, system state, or decision marks completion.
Current blockers and desired improvements
Where do delays, rework, errors, inconsistencies, or missing information occur, and what do you want to become faster, more stable, or easier to review.
Trusted inputs and sources
Which documents, fields, examples, and systems are needed, which version is most authoritative, and who decides on conflicts.
What AI can do
List what can be completed, what can be prepared for human review, and what is not allowed to be auto-decided.
Tool actions and permissions
What identity, confirmation, and audit are required for each query, write, send, approval, or irreversible action.
Stop, ask, and escalate conditions
When encountering missing, conflicting, sensitive, urgent, high-impact, or out-of-scope items, when does the system pause and who does it contact.
Minimum useful version
Limit to one user group, one process, and necessary connections, avoiding building an enterprise-wide platform the first time.
Representative tests
Prepare normal, abnormal, missing, conflict, and high-risk samples; define quality, permissions, latency, cost, and human judgment.
Launch and next review
Clarify the initial users, support, operation owner, monitoring, rollback, evidence, and time of the next decision.
How to use this checklist
FORMWEFT uses the checklist for project interviews, prototype reviews, FDE engineer training, and launch confirmation. The following official public materials also emphasize starting with real processes and a minimum usable scope.
OpenAI Academy: AI workflow starter worksheet
The public worksheet released on 2026-07-07 requires first defining the workflow owner, users, triggers, and outputs, then evaluating value, complexity, AI and human boundaries, minimum version, testing, and scaling conditions.
View official worksheetPreserve unknowns when in use
Do not guess systems, authorizations, data, or results to complete the template. Mark unknowns with the verifier and deadline conditions, as the basis for whether to enter development.
Bring a real process and draft the first blueprint together
Explain the owner, current steps, inputs, outputs, systems, and the most common anomalies. No sensitive data is needed in the initial communication.