AI-Native ORB Workflow (Beginner-Friendly)
Principle
Use AI for drafting, summarizing, and organizing, not for making decisions with sensitive data.
“Never paste” list (do not put into AI)
- Passwords, API keys, secrets
- Full configuration exports containing PII
- Full user lists with emails
- Incident logs with sensitive details
- Anything regulated (HIPAA/PCI) unless scrubbed
Recommended workflow (simple)
1) Meetings → transcript → summary
- Record calls (with consent).
- Export transcript.
- Prompt AI: “Summarize decisions, risks mentioned, action items (owner + due date).”
- Save summary as a dated note in
/working/meeting-notes/.
2) Evidence capture → human notes → AI drafting
- You collect screenshots + short Loom videos.
- You write raw bullets: “What we saw” + “Why it matters”.
- AI turns bullets into:
- Clean risk statements
- Executive summary paragraphs
- Action plan items
3) Standard templates
Use the deliverable templates:
- Exec Summary
- Risk Register
- 30/60/90 Plan
- Maturity Scorecard
4) Automations (Zapier/Make)
Beginner automations worth doing:
- Intake form submitted → create:
- Google Drive folder structure
- Project board template
- Calendar invite templates
- Slack/Email notification to internal team
Suggested tools (choose what you already have)
- Google Workspace OR Microsoft 365
- Notion OR ClickUp OR Trello
- Loom (or Teams/Meet recording)
- Zapier/Make
- Password manager for access coordination (1Password/Bitwarden)
AI prompt snippets (copy/paste)
Meeting summary
“Summarize this transcript into: Decisions, Risks, Open Questions, Action Items (Owner Type, Due Date). Keep it concise.”
Risk drafting
“Turn these bullets into a risk register entry with: Title, Description, Impact, Likelihood, Evidence, Recommendation, Effort (S/M/L).”
30/60/90 plan drafting
“Create a 30/60/90 plan from these risks. Prioritize high impact + low effort first. Include Owner Type and Dependencies.”
Exec summary
“Write a 1–2 page executive summary for non-technical leadership. Focus on top risks, restore readiness, and top 5 actions for next 30 days.”
Beginner tip
If you do nothing else: use the templates and keep your language plain.