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    Design an AI workflow

    AI Workflow Design Framework

    The AI Workflow Design Framework structures an automated marketing process in eight steps: trigger, input, AI task, validation, human review, action, output and measurement, so that each step has an owner and a check before anything runs on its own.

    The model

    1. 1Trigger
    2. 2Input
    3. 3AI task
    4. 4Validation
    5. 5Human review
    6. 6Action
    7. 7Output
    8. 8Measurement

    Developed by Markaigen · Updated

    What each part means

    Trigger
    The event that starts the workflow: a new lead, a keyword opportunity, a date, a form, a threshold.
    Input
    The data and context the AI step receives, and where it comes from.
    AI task
    What the model does with the input: classify, draft, summarise, score, extract or decide.
    Validation
    Automatic checks on the AI output: format, required fields, banned words, limits and confidence.
    Human review
    Who looks at what, and when: always, by sampling, or only on exceptions.
    Action
    What the workflow does with an approved result: publish, send, update, create a task.
    Output
    The result as the next person or system receives it, in the format they need.
    Measurement
    How you know it works: volume, error rate, time saved, outcome metric and review load.

    How to use it

    1. Draw the eight steps before you open an automation tool; the tool should follow the design.
    2. Put human review before any action that cannot be undone.
    3. Start with always-review, then move to sampling once the error rate is known.

    Draft a workflow outline

    Fill in the eight steps. The outline is ready to paste into a workflow tool or a brief for the person who builds it.

    Answers are saved in this browser so you can return to them.

    Download or e-mail this framework

    Get a branded PDF or Word document, with your answers or as an empty template to fill in.

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