Companion Sheet Context Map Companion Sheet A meeting tool for checking what your AI reads, which source wins, and what must be fixed before scale. Meeting toolFree-member workbook available Use this sheet when an AI workflow depends on documents, systems, policies, or enterprise knowledge. Minimum viable context map FieldPrompt
Your Agent is only as good as its context. Check the source map before model quality review and selection.
A field note on how AI assistants expose documentation debt, source-of-truth gaps, and adoption realities.
Your agent may sound confident while being wrong, retrieving or reading the wrong documents, outdated policies, screenshot-heavy training notes, local spreadsheets, or conflicting source data/sites.
The question is not only “which model should we use?” It should ask: what does the AI know, where did it get that knowledge, and who says that source is allowed to guide the work?
Notes
An AI Operating model needs to be defined and understood as part of your digitization strategy before adding an Agent. The Agent platform layer is accelerating, you need to guide it.
Field NoteDecide5-6 minPublic Vieews operator layer When the agent finds your documentation debt A field pattern on system training Agents, and why content discipline matters before AI scale. The pattern A team builds a strong training hub for a large system rollout. The content is mostly there, the screenshots
Notes
AI will impact jobs but not in a linear way. Use this Signal linked to the Agent or Not? Playbook to understand how mapping the work increases job impact visibility.
Companion SheetDecide5-7 minPublic Vieews operator layer Agent, Automation, Assist, Leave Alone A meeting-ready triage sheet for deciding what kind of AI intervention a workflow actually needs. Use this in one working session This companion sheet is the meeting tool for Agent or Not?. It helps a team take
Agent
AI Agent Hype is here, leaders want movement, vendors want deployment, teams want to show progress, but what can Operators do to understand and benefit from the hype cycle.
Field Note
A peek inside a cross-functional meeting to add AI layer. Find out what happens behind the scenes versus the market noise on AI.
Operator Note
Visibility before AI highlights the notes for operators to reference on relevance of making digital work visible to make better digitisation decisions before your next digital add-on.