The AI Workflow and Automation System Toolkit
Toolkit only — the full book is excluded. Put The AI Workflow and Automation System into practice with editable operating tools for one recurring workflow.
By Timothy Moon, MS, MBA, PMP · Workflow Lift Professional Series.
What you receive
One ZIP containing eight files:
- Operating Workbook (XLSX): 10 worksheets covering dashboard, economics, review capacity, cases, tests, gates, changes, rollout, an example, and instructions.
- Editable Field Forms (DOCX and PDF): 15 reusable specifications and operating records.
- Implementation Guide (DOCX and PDF): sequencing, field definitions, calculation method, and book crosswalk.
- Northstar Worked Example (DOCX and PDF): a connected fictional workflow case with tests, approvals, economics, and a constrained release.
- START HERE (DOCX): the starting instructions for the toolkit.
How to use it
Start with the guide and Northstar example, then make working copies of the forms and workbook. Define inputs, authority, review capacity, acceptance cases, and release gates before implementing your workflow.
Choose the right version
This companion toolkit is intended for use with the AIWA book, sold separately. If you need both, choose the Book + Toolkit Bundle.
Formats and use
This is a digital download; no physical product is shipped. Extract the ZIP before opening the files. PDFs require a PDF reader; editing DOCX and XLSX files requires compatible applications. Software, AI subscriptions, integrations, and deployed automations are not included. Worked examples are fictional teaching cases.
Choose your version
Book · Toolkit (current version) · Book + Toolkit
Review each product page for its exact contents and file formats.
- Instant digital access
- Practical, implementation-ready content
- Clear instructions included
See inside the toolkit
Selected partial previews. Complete editable tools and instructions are included with purchase.
Know what you are getting.
How are the files delivered?
After checkout is completed, you will receive a digital download link. A download email is also sent to the email address used during checkout. No physical product will be shipped.
Are the files editable?
Editable formats vary by product. When Word, Excel, or another editable format is included, it will be identified in the product description before you purchase.
What exactly will I receive?
This is a digital product. The exact documents, workbooks, templates, and file formats included with this resource are listed in the product description above.



