Concierge Instruction Set™ Volume II
Translating what was observed into structured paths for use in AI
Volume II begins with what was observed in Volume I.
Those observations are translated into structured options for how the work may be handled in AI.
These options reflect different possible paths, not a single prescribed approach.
Volume I defines the task.
Volume II defines how that task is handled before it is used in technology.
What was previously assumed or may have been handled informally is written into the task.
Aligned to your Governance
The pathways are organized according to your existing governance and decision boundaries.
This includes how different types of work are reviewed, what requires approval, and what should or should not be carried forward.
Nothing is decided on your behalf.
The structure reflects what is already in place.
Structured Task Session
See how this applies to your work in one focused session
You bring a task or scenario for work you'd like to use AI technology for.
We walk through it together and return a checklist you can use when working in AI.
You can use it to:
• Complete the task in AI with a clear starting point
• see how the task can be handled in AI
• recognize where responses may need a second look before being used
The checklist reflects your work as you already do it, written so it can be used in AI.