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10AI Motivation How you view AI & what you want to do with it Your Work 11AI Usage How well the team understands and uses AI today Your Work 1Company A quick description of what you & your team do Your Work 8Contacts People you interact with during the workday Your Work 9Customers Who hires you & what they get Your Work 7Edge What makes you special or skilled Your Work 5Projects Projects you're working on Your Work 2Role(s) The different hats you wear in your role Your Work 6Skills What you're good at and what you do Your Work 4Tasks The kinds of things you do in your role Your Work 3Workday Describe what a typical workday looks like for you (e.g. yesterday) Your Work 13Calls Reasoning that only happens out loud, rarely saved Dark Context 16Direct Messages Side conversations in DMs, SMS and chat Dark Context 17Emails The real why, hidden inside long threads Dark Context 19Feedback What you did not ask for, but should hear Dark Context 14Meetings & Workshops What gets decided in the room, seldom logged Dark Context 18Notes Scraps, sketches and half-thoughts on the side Dark Context 21Remote Meetings Calls whose recordings no one keeps Dark Context 20Support Tickets What people struggle with, in their own words Dark Context 15Team Chats Context buried in channels and group chats Dark Context 12Thoughts Thinking about work that never gets written down Dark Context 30Archives Old systems, archives & frozen data Your Setup 27Databases Structured stores you query Your Setup 24Hardware Laptops, phones & shared hardware Your Setup 29Passwords & Secrets How you store & access logins, keys & tokens Your Setup 26Personal Storage Private drives & individual workspaces Your Setup 23Programs Software & apps you run on Your Setup 22Services Third-party services & SaaS you subscribe to Your Setup 25Shared Storage Drives & folders the team can reach Your Setup 28Website Your public-facing pages & posts Your Setup 33Agents What runs by itself vs what needs a human Level Up 40AI Factory What you let your system build, instead of building by hand Level Up 34Boundaries What AI should do and what you keep with humans Level Up 36Context How much background information AI needs before taking action Level Up 41Errors & Feedback How AI learns when it's right and when it's wrong Level Up 39Integrations How AI connects with your other systems Level Up 37Manual Work What you do by hand before building systems around it Level Up 32Memory What in the company leaves traces AI can read and learn from Level Up 31Operating System How AI systems can run the foundation of the company Level Up 35Prompts How you formulate instructions so AI gets it right Level Up 38Self-Improvement How AI processes can measure results and get better over time Level Up 43Concept A summary of what the solution should do Put to Use 47Features What features the solution should have, and what's absolutely most important Put to Use 42Goal Which task or problem the solution should fix Put to Use 45Inputs What goes into the solution (data, material, etc.) Put to Use 46Outputs What comes out of the solution (results, text, files) Put to Use 44User Journey How the user uses the solution, from start to finish Put to Use 48Users Who the solution is for & why they should use it Put to Use

Context

The background information a tool can see when it works: the documents, data, and history you give it. More relevant context usually means a better result.

Prompt

The instruction you give an AI. A clear prompt that says what you want, in what form, and why tends to get a far better answer than a vague one.

Agent

An AI set up to carry out a task on its own across several steps, rather than answering a single question. Useful for work that runs without a person watching each step.

Model

The underlying AI itself (for example a large language model). Different models have different strengths, costs, and limits.

Token

The unit AI reads and writes in, roughly a chunk of a word. Cost and length limits are counted in tokens, so longer inputs and outputs cost more.

Integration

A connection that lets AI reach one of your systems directly, so it can read or act on real data instead of waiting for copy and paste.

Memory

What a system keeps from past work so it does not start from zero each time: notes, decisions, and traces it can read again later.

Hallucination

When AI states something confidently that is wrong or made up. It is why output needs checking, especially on facts and figures.

Automation

Work that runs without a person doing it by hand each time. The goal is to automate the repetitive, well-defined parts and keep the judgment human.