DEVEKKO / AI PILOT WORKSHEET
Version 1.0 — October 24, 2026
https://devekko.sovsrc.ai/services/ai-data

Use this worksheet to define one AI task before scoping a pilot.
Replace the bracketed prompts. Keep confidential records, credentials,
and personal customer data out of a brief shared through a public form.
This is a planning template, not a price estimate or a performance promise.

1. THE TASK
Who needs help? [Role or user group]
What do they need to do? [One repeatable task]
How is it done today? [Current workflow and system]
What is difficult? [A specific delay, error, or manual step]
What should stay out of this pilot? [Explicit boundaries]

2. APPROVED INFORMATION
Which sources can the pilot use? [Documents, catalog, database, API]
Who owns each source? [Responsible role]
How often does it change? [Update rule]
Who may see which information? [Access boundaries]
What should happen when information is missing or outdated? [Fallback]

3. EXAMPLES TO EVALUATE
Choose representative examples with known, reviewed answers or outcomes.
Include an ordinary request, an ambiguous request, missing information,
a request outside the permitted scope, and an unavailable dependency.

Example: [Input description, using synthetic or approved material]
Expected result: [What a reviewer would accept]
Required source or rule: [Evidence behind the answer]
Failure response: [Ask a question, route to a person, or stop]
Repeat this block for each example.

4. THE REVIEW STEP
Who checks the result? [Responsible role]
Which actions always need approval? [Write, send, charge, delete, etc.]
How can a user correct or reject an answer? [Review path]
Where does the approved result go? [Destination system]

5. SUCCESS CRITERIA
Agree targets before running the evaluation; do not choose them after results.
Quality: [Accepted results out of a stated sample; scoring rule]
Review effort: [Time or actions, with the current-process baseline]
Response time: [Target and measurement method]
Operating cost: [Workload assumption and spending limit]
Permission checks: [Required access cases that must pass]
Do not average away a failed permission or unsafe action.

6. PILOT DECISION
Proceed if: [Evidence required to expand]
Revise if: [Fixable gaps]
Stop if: [Unacceptable errors or cost]
Who decides? [Owner and review date]

7. PRODUCTION QUESTIONS
[ ] Source updates and ownership are defined.
[ ] Access rules and failure paths have been tested.
[ ] Model and infrastructure usage can be observed.
[ ] Logging, retention, and deletion responsibilities are agreed.
[ ] A person owns ongoing evaluation and maintenance.

ILLUSTRATIVE EXAMPLE — NOT A CLIENT RESULT
Task: help a support teammate find an answer in an approved product guide.
Pilot boundary: return the relevant source passage and a suggested answer;
do not send messages to customers automatically.
Missing answer: say the guide does not establish an answer and route the
question to a person. Success targets must be agreed for the actual task.

NEXT STEP
Bring the task, approved source list, and unresolved questions to a project
conversation: https://devekko.sovsrc.ai/contact?service=ai-data
You can also email hello@devekko.dev. Sending is optional; this worksheet
can be used independently of a Devekko engagement.