Lock the Start
AI WORKFLOWFIT
Lauren Kelly
Purpose Hardwire AI into daily work by linking it to the first click of a high-volume task.
Intervention type Behaviour-led trigger design + implementation-intention habit setting
Audience Leaders and managers setting AI strategy, running roll-outs, and owning adoption KPIs
Time 45-min trigger session · 5-min daily tracking · 15-min results huddle ≈ 2 h spread across 5 days
Expected outcomes
Users: Use the AI shortcut without prompts, hesitation, or workarounds.
Teams: Have a clear If-Then trigger and one simple guard-rail.
Organisation: Other teams ask for “trigger-setting” support, adoption spreads from the bottom up.
What to bring to the session
Workflow Activity Log (or screen recording of the task in action)
Observation Checklist (clicks, toggles, copy/paste, decision points)
Shortcut Name Bank (tested names + hotkey options)
Guard-rail Examples Sheet (simple decision boundaries)
Steps
1 | Setup
Step 1: Choose the task
Ask attendees to pick a high-volume workflow
(e.g. ticket creation, invoice coding, report drafting).
Ask:
“If this task were 5 minutes faster, would it matter 50× a day?”
Check for:
High volume
Clear process steps
AI already tested or available
2 | Trigger Session
Step 2: Watch the task live
Team rep shares their screen and performs the full task in the sandbox.
Others complete the Observation Checklist: note each click, copy/paste, toggle, decision.
Note the specific moment when AI would enter the workflow.
Step 3: Write the trigger (15 min)
Use the structure:
If I click [first action], then I hit [shortcut name] and AI [does the step].
Pick a shortcut name from the Shortcut Name Bank
Say it out loud together. If people stumble, it’s too long.
Step 4: Add a guard-rail
Define when not to use AI. Use the structure:
Skip AI if [condition: e.g., amount > £10,000 OR field contains “VIP”].
Keep it short.
Choose from the Guard-rail Examples if unsure.
Step 5: Practice it 5×
Each person runs the shortcut 5 times in the sandbox.
Say “Works!” out loud if it runs clean. Fix blockers immediately.
3 | Track & Use
Step 6: Log daily use
Share the Trigger Tracker Form in the team chat.
Ask people to log every time they use the shortcut.
Tracker auto-charts total use, minutes saved, and skips (if any).
Step 7: Stopwatch comparison
Time the same task from start to finish using the Stopwatch Worksheet.
Compare with Day 1 average.
Usage hits ≥80 %. Time saved hits ≥15 %. If not, review and adjust trigger or guard-rail.
4 | Wrap & Share
Step 8: Share results with team + leader
“Before vs after” chart from Trigger Tracker
% adoption, % time saved
Share wins in team Slack or daily stand-up
Step 9: Decide next workflow
If the shortcut sticks, choose the next task
If results were weak, refine the trigger and rerun the warm-up
Resources
Observation signal tips
Look for these six signals
Shortcut name bank
Pick a shortcut that matches the task type and role.
Guard-rail Examples
Other methods within the fit block
Human-AI Performance
By Lauren Kelly
Contact: lauren@alterkind.com
© 2025 Alterkind Ltd. All rights reserved.
Human-AI Performance™ is a proprietary methodology developed by Alterkind Ltd using our Behaviour Thinking® framework. All content, tools, systems, and resources presented on this site are the exclusive intellectual property of Alterkind Ltd.
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Thanks to Nicholas Edell, Valentina Tan and multiple VPs implementing AI for your feedback during development.
LICENSE
Human AI Performance by Alterkind is licensed under a Creative Commons Attribution-NonCommercial-ShareAlike 4.0 International License.
Based on work at alterkind.com
For commercial licensing contact: lauren@alterkind.com