What “done right” looks like
- Recurring workflow, not a one-off task
- Specific trigger and clear definition of done
- Pain is measurable in time, delay, or friction
- Small enough to build in this program, large enough to matter
What gets rejected
- “Use AI better”
- “Fix our whole strategy”
- Purely creative or purely vague work
- No recurring trigger or no measurable outcome
Bad
“I want to explore AI tools for marketing.”
Good
“I want AI to help with campaign reporting.”
Gold
“Every Friday at 3 PM, I compile campaign data from 3 sources into a one-page executive report. I want a first draft ready in 10 minutes.”
Weekly project status summary across tools and owners.
Pipeline review brief from CRM activity, deal risk, and next steps.
Campaign performance brief from ad channels, web, and email data.
Board or leadership snapshot from metrics, risks, and operating notes.
Name the workflow. Use the exact recurring job, not a department-wide ambition.
Define the trigger. When does this start in the real world?
Write the pain. What wastes time, creates risk, or causes delay?
Define done. What would success look like in plain language?
Stress-test with Cai. Ask if the workflow is frequent, structured, and high-value enough.
Submit only when narrow. Broad projects should be revised before Level 1.
Log your win before you close this page
What changed after narrowing your project? Did the work become clearer, smaller, or more measurable? Add one sentence to the Momentum Log.