Take an AI draft into the place where the work happens
Define the destination and acceptance check before drafting. After moving the content, open the actual saved output, inspect what changed and confirm that the next person can find the correct version with the right approval status.
Ger Perdisatt, Acuity AI Advisory
2 min read
Say what completion means
A task such as “prepare the update” can stop at several different places. The text might exist in a conversation, a downloaded file, a shared working document or an approved message. Name the required destination and state before you begin. This avoids an apparently finished answer becoming someone else’s unfinished job.
Identify who owns the next action. Drafting, approving and sending are different actions. An assistant describing a completed step does not establish that the file was saved or the message was sent. Check the actual application or record involved, using your organisation’s normal approval rules.
Inspect the things a transfer can change
Copying between applications can affect tables, links and formatting. A downloaded document can differ from the preview that was checked. Inspect the saved file at the size and in the application the recipient will use. Follow important links and confirm that they lead to the intended material, with appropriate access.
Where a shared file is required, check its location and existing audience. Do not broaden sharing merely to make a link work. If the reviewer cannot access it, ask the file owner to resolve the appropriate permission. Keep a short record of the outstanding issue so the work is not mistaken for a completed hand-off.
Editorial guidance informed by Acuity's work with teams. Examples are fictional and client materials stay private. To record who owns an AI use and when it is reviewed, see AI Register.