For AI and automation consultants
Keep AI implementation clients informed without rewriting the project story every week.
Make a workflow automation or AI pilot easy to follow. Explain what you tested, what still needs human review, and what the client needs to agree to before rollout.
Give the client enough information to decide what happens next
Pilots change as teams learn what the workflow can handle. Report progress against the agreed test scope and carry forward known exceptions so clients can make informed rollout decisions.
What was evaluated
Name the use case and test scope. Share what the pilot handled and where the evidence is still limited.
Exceptions and human review
Explain which inputs need manual handling and who will review them during the pilot.
The next rollout decision
State the rule, review step, or sign-off needed before expanding to another team or workflow.
Example from a fictional invoice extraction pilot
Rough notes
Standard invoice fields extracted in the sample. Scanned and handwritten exceptions remain in manual review. Finance to approve the exception rules before limited rollout.
Client-ready output
The pilot extracted the agreed fields from the standard invoices in our sample. Scanned and handwritten exceptions will still go to manual review. Please confirm the exception rules so we can begin a limited rollout with Finance and review the results together.
Carry pilot decisions into the next client review
Run evaluations, automation, and quality checks in your implementation tools. Bring the agreed test results, remaining exceptions, and next approval into ClientCadence to prepare the client update.
Keep review criteria and client preferences with the project. Use recent History to revisit the rollout conditions you shared last time, then check that the new draft reflects current evidence before sending.
Start with one active client project
Free gives you project memory and access to your 10 most recent History items. Pro supports more active client projects, full retained History, and optional Gmail and Slack integrations for sending updates you’ve reviewed.
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