AI Workflow Weekly Review Agenda for Small Businesses

When to use this

Run this review for any AI workflow that drafts customer replies, summarizes sales calls, writes website content, updates SOPs, creates quote follow-ups, or touches customer history. The goal is not to slow the team down. The goal is to catch problems while they are still small.

WEEKLY-AI-WORKFLOW-REVIEW-READY

Copy/paste 20-minute review agenda

Open the workflow list. Name each AI-assisted workflow, its owner, reviewer, source material, and customer-impact level.
Check the source facts. Confirm the workflow used approved notes, current policies, real customer history, and current pricing or availability before any output was sent.
Review three examples. Pick one good output, one edited output, and one risky or confusing output from the past week.
Label the risk. Mark each issue as fact risk, privacy risk, tone risk, promise/pricing risk, legal/compliance risk, or workflow-fit risk.
Choose the decision. For each workflow, choose KEEP, FIX, PAUSE, or RETIRE. Do not leave the status blank.
Assign one next action. Update the prompt, tighten the source checklist, retrain the reviewer, remove access, or add a stop rule.
Record the evidence. Save the example, owner, change made, and next review date. Do not invent usage, savings, approvals, or customer outcomes.

Weekly review worksheet

Workflow	Owner	Reviewer	Evidence checked	Decision	Next action
Example: quote follow-up draft	Owner/ops	Sales lead	Estimate, CRM notes, current availability	FIX	Add no-invented-price rule
Example: review reply draft	Marketing	Owner	Original review, policy, refund notes	KEEP	Keep human approval before posting
Example: AI website FAQ update	Marketing	Owner	Source page, service limits, proof link	PAUSE	Update stale source first

STOP AUTOMATION rules

Stop if the AI draft mentions a price, discount, guarantee, legal claim, hiring decision, health/safety advice, or customer-specific history that was not in the approved source material.
Stop if the workflow uses private customer details in a tool or prompt that has not been approved for that data type.
Stop if nobody owns the final review or the reviewer is only checking for grammar instead of facts, risk, and promises.
Stop if the workflow is spreading because it feels convenient, but no weekly evidence shows it saves time or improves quality.

Copy/paste AI review prompt

You are helping review an AI-assisted workflow for a small business. Do not invent usage numbers, approvals, customer facts, pricing, policies, or outcomes. Use only the workflow notes below.

Workflow name:
Owner:
Reviewer:
Approved source material:
Three example outputs:
Known customer/policy/pricing constraints:

Return:
1. Keep/fix/pause/retire recommendation.
2. The biggest factual, privacy, tone, promise, or workflow-fit risk.
3. One prompt or checklist change that would reduce risk.
4. One owner-review question before this workflow continues.
5. Any missing source material that must be checked by a human.

How this connects to the Small Business AI Profit Kit

This free agenda is useful by itself. If a business wants the broader rollout system, The Small Business AI Profit Kit includes workflow selection worksheets, prompt libraries, rollout planning, and human-review rules for practical small-business AI adoption.