すべてのテンプレートに戻る
Provaの成果物
マーケティングチーム向けAI Workflow Audit Template
チームがpilotに進む前に、1つのマーケティングworkflowを整理し、AIが自動化すべきこと、支援すべきこと、守るべきこと、触れないべきことを決めます。
向いている人AIを前提にdelivery qualityを見直している代理店リーダー · 最初のAI workflowを選んでいるmarketing opsやanalytics lead · 散らばったAI実験を運用リスクにしたくないsenior marketer
テンプレート項目
- Workflow stage
- What AI handles today
- What AI should handle in six months
- What stays human and why
- Ethical or operational risk: low, medium, high
- Action: automate, augment, protect, decline
- ICE score for pilot candidates
記入例
Client reporting workflow for a paid media account.
下の記入例は英語のままにしています。Provaでは提出された成果物を英語でレビューするためです。
Data extraction from ad platforms
Metric reconciliation
Anomaly detection
Insight drafting
Strategist review
Client-ready narrative
Follow-up action list
弱い例と強い例
弱い例
- Workflow stage
- Reporting
- AI handles today
- AI writes reports
- Stays human
- Strategy
- Risk
- Medium
- Action
- Automate
| Workflow stage | Reporting |
|---|---|
| AI handles today | AI writes reports |
| Stays human | Strategy |
| Risk | Medium |
| Action | Automate |
なぜ弱いのか
- "Reporting" is too broad to audit.
- "Strategy" does not name the judgment point.
- It does not identify source systems, reconciliation risk, or who approves the client-facing narrative.
- Automating the whole workflow is unsafe because the work includes interpretation and client trust.
強い例
- Workflow stage
- Weekly paid media variance explanation for Meta, Google, and LinkedIn
- AI handles today
- Drafts first-pass variance notes from exported spend, revenue, CPA, and campaign-change logs
- AI should handle in six months
- Flags likely causes, drafts three audience-specific summaries, and proposes follow-up checks
- Stays human
- Strategist approves causal claims and client recommendation because platform data can be delayed or misleading
- Risk
- High for client narrative, medium for internal diagnosis
- Action
- Augment, with protected human approval before client send
| Workflow stage | Weekly paid media variance explanation for Meta, Google, and LinkedIn |
|---|---|
| AI handles today | Drafts first-pass variance notes from exported spend, revenue, CPA, and campaign-change logs |
| AI should handle in six months | Flags likely causes, drafts three audience-specific summaries, and proposes follow-up checks |
| Stays human | Strategist approves causal claims and client recommendation because platform data can be delayed or misleading |
| Risk | High for client narrative, medium for internal diagnosis |
| Action | Augment, with protected human approval before client send |
なぜ機能するのか
- The stage is specific.
- Source systems are named.
- The human judgment point is explicit.
- Risk differs by use case.
- The action is narrow enough to pilot.
汎用AIが見落としがちな点をProvaがレビューします
- Whether the workflow scope is specific enough to audit
- Whether "stays human" reasons are concrete or just polite language
- Whether high-risk stages are incorrectly classified as automate
- Whether ICE scores are supported by operational reality
- Whether the selected pilot is narrow enough to test
- Whether the next sprint should be measurement, rollout, or foundation repair
次のステップ
自分の案にフィードバックが欲しい場合、Provaは短いassessmentから始まります。あなたの役割、目標、最初の相手に合わせてレビュー基準を揃え、その後いまの作業に合うsprintへ進みます。
Provaは現在、英語のみ対応しています。
送信前に、クライアント名、機密数値、チームがtrainingやcoaching systemに保存したくない情報を削除してください。
英語版Provaへ進む