Open intake list for AI ideas (L1)
Collect every AI idea in one visible list with the problem, the owner, and the current manual cost. No committee, no scoring model, just visibility so duplicate pilots stop happening in four teams at once.
The steps
- 01
Ask for problems, not tools
Tool: Airtable
The form captures the problem, who has it, how often, and the current time cost. Tool name is optional and last. Tool first intake produces a shopping list rather than a roadmap. Owner: ops lead. DoD: form live with problem first fields.
- 02
Make the list public internally
Tool: Notion
Everyone sees every entry. Visibility alone kills most duplicate pilots and surfaces the people already solving the same thing. Pitfall: a private list owned by one team. DoD: list is readable company wide.
- 03
Triage monthly in thirty minutes
Tool: Manual
Three buckets: do now, watch, no. Say no out loud and record the reason. Unanswered ideas are how you get shadow projects. Owner: ops lead. DoD: every entry has a status and a date within 30 days.
- 04
Publish what shipped
Tool: Slack
Monthly post of what moved from the list into production and what it returned. This is what keeps submissions coming. Owner: ops lead. DoD: monthly shipped post.
Tools in this playbook
Next playbooks
Unfamiliar terms are defined in the AI and Revenue Dictionary. Related frameworks live in the framework library.