Free editable workbook · Immediate download
Get your business information ready for AI
Prepare reliable information for one AI task with a free checklist. Identify source owners, resolve outdated copies and record access rules before a pilot.
Teams whose information is spread across files, inboxes and shared drives.
- Start with one task.Identify the documents and records that a specific pilot actually needs.
- Find the approved version.Check ownership, freshness, duplication and conflicting information.
- Set access and review rules.Decide who can use the information and how updates will reach the workflow.
The free AI data readiness checklist helps you prepare the information needed for one business task. Identify approved sources, assign owners and resolve obvious gaps before testing an AI workflow.
Begin with one information need
You don’t have to reorganise every shared drive before learning something useful. Start by describing the question or task the proposed workflow must handle, then identify the smallest appropriate information set.
That could mean a current service list, approved product information or a short set of internal instructions. A large folder of documents is less useful if nobody knows which version to trust.
Work through the practical checks
- Identify an owner for each information source.
- Confirm the approved location and review date.
- Record duplicates, missing details and conflicting instructions.
- Identify personal, confidential and restricted information.
- Confirm that the proposed tool and users are approved for the information.
- Agree who updates, corrects or removes material.
The workbook includes a source register, an eight-point checklist and a test-question table. Record document categories and locations rather than copying confidential contents into the worksheet.
Test what the source can actually support
Choose questions with known answers and questions the source cannot answer. Ask the reviewer to check whether the workflow uses the approved information and makes missing information visible.
An unanswered question can reveal a useful gap. A plausible answer that hides that gap needs attention. Record the correction, owner and due date before expanding the test.
Keep the completed checklist in your business
Submit the form for an immediate editable HTML workbook download. Open the file in your browser, fill it in and save a completed copy. You can print it or save it as a PDF. Your source register and answers aren’t uploaded to Nualogic.
The form saves your contact details and toolkit request in MailerLite and asks your permission for practical AI follow-up emails. You can unsubscribe at any time. The workbook is free, and access doesn’t depend on an email arriving.
Get help with the next step
AI Readiness & Planning helps connect information preparation to a practical business roadmap. If you already have a chosen task, AI Implementation Guidance can help design and test the workflow.