Free AI automation templates

Six free templates for planning, buying and testing AI automation: a process map, an opportunity scoring sheet, a RAG test set, a month-end close inventory, a vendor security questionnaire and a requirements checklist. Each one is on the page. Copy it as CSV, for Sheets or as Markdown. No email, no download.

Browse the templates Free tools

2 tables · 10 columns
Workflow process map template
One row per handoff: who does it, what goes in and out, the system, touch time and wait time.
- Step, owner, system, input and output
- Touch time and wait time per step
- Exception log with a rule check
- Rules, Model or Person tag
3 tables · 12 columns
Automation opportunity scoring template
Score each candidate workflow on five criteria, weigh it against hours spent, and pick the first pilot.
- Five weighted criteria with 1, 3 and 5 anchors
- Hours per month from volume and minutes
- Decision rules for score and hours
- Formulas for Sheets and Excel
3 tables · 8 columns
RAG evaluation test set template
Questions, gold answers, sources and expected behavior, plus a run log for every release.
- Question, gold answer and source
- Expected behavior, including refusals
- Run log with failure types
- Coverage guide for hard cases
1 table · 9 columns
Month-end close task inventory template
A master list of every close task with owner, reviewer, due day, evidence and automation fit.
- Typical recurring tasks by area
- Preparer, reviewer and due working day
- Dependencies, evidence and reviewer checks
- Rules, Model or Person tag
40 questions · 7 columns
AI vendor security questionnaire
Forty neutral questions to ask any AI vendor, on data, models, approvals, logging, testing and exit.
- Data, model provider and subprocessor questions
- Approval, logging and monitoring questions
- AI-specific testing and prompt injection
- Contract and exit questions
1 table · 35 items
AI project requirements template and SOW checklist
What to settle before signing: outcome, workflow, data, test thresholds, security, delivery and support.
- Outcome, scope and out-of-scope
- Decisions the system makes and who approves
- Test set and pass bar
- Change control, ownership and exit

Which template answers which question

Start from the question you are trying to settle.

Your question	Template	What you end up with
How does this workflow actually run today?	Workflow process map template	A step-by-step map with timings and a Rules, Model or Person tag on every step
Which workflow should we automate first?	Automation opportunity scoring template	A ranked register with a weighted score, hours per month and a decision for each workflow
Will the assistant answer correctly from our documents?	RAG evaluation test set template	A test set you can rerun on every change, and a log of failures by type
What does our close involve, task by task?	Month-end close task inventory template	A sortable inventory that becomes your close calendar and shows what to automate
What should we ask an AI vendor before we share data?	AI vendor security questionnaire	A completed questionnaire, an evidence list and a rating for every answer
What should our brief or statement of work cover?	AI project requirements template and SOW checklist	A requirements document you can hand to a vendor, or a checklist to review their proposal

Scroll sideways to see every column.

An order for scoping a first project

Four of the six fit together. The RAG test set and the close inventory are for systems you already run or are building.

1
Map the workflow
Record how it runs today, with timings and exceptions.
2
Score the candidates
Rank several mapped workflows and pick the first pilot.
3
Write the requirements
Settle scope, thresholds and terms before anyone signs.
4
Check the vendor
Ask every AI vendor the same security questions.

When a template is not enough

A template organizes the questions. A workflow audit measures a real sample and tests on your past cases. The free tools run the numbers for you, and how we work shows where approvals sit in a project.

Questions about the templates

Are the templates really free?

Yes. There is no email gate, no account and no download. Each template is on its page, and the copy buttons put it on your clipboard as CSV, tab-separated text for Sheets, or Markdown.

How do I get a template into Excel or Google Sheets?

Use Copy for Sheets, click cell A1 and paste. The text is tab-separated, so it lands in separate cells in both. Copy as CSV is for saving a .csv file or importing, and Copy as Markdown suits a wiki or a document.

Which template should I start with?

If you are choosing what to automate, start with the process map, then the opportunity scoring sheet. If you are buying, use the requirements checklist and the vendor security questionnaire. If a system is already built, use the RAG test set or the close inventory.

Can I change the templates?

Yes, copy them into your own sheets and change anything. The weights, thresholds and questions are starting points, and the pages say where to adjust them.

Do the templates replace an audit or legal review?

No. They organize the work and the questions. A workflow audit measures a real sample and tests on your past cases, and a lawyer should read any contract. The templates get you ready for both.

Filled one in and want a second opinion?

A 30-minute call with an engineer. You will leave knowing what a system could do for that workflow and what it would take to build.

Book a strategy call or email hello@scenoxstudios.com

What happens next

1
Strategy call
We learn how the workflow runs today and what a good outcome would be.
2
Workflow audit
We map the process and measure where a system would save the most time.
3
Proposal
A written scope, timeline and fixed price for your first system. No obligation to build.