Your agency AI team playbook

Cirlet · Team training included · Reviewed 8 October 2026

Start with one useful task

Use an approved tool and fictional or agency-approved source material. Write a brief another person can follow:

• Task and reason:
• Source documents or records:
• Desired output and an example:
• Facts the reviewer must check:
• Missing information or exceptions that mean stop:
• Staff reviewer and backup:

Example: “From these fictional service records, make a morning worklist with source ID, customer, next action, due date and reviewer. Separate completed work and duplicates. Put conflicting or missing information on hold. Do not send a message or change a policy.”

Review the output

• Is this the correct customer, account and task?
• Does each important field match the current source?
• Are missing information, conflicts and uncertainty visible?
• Did the AI invent a fact, explanation, promise or source?
• Does anything require a licensed person’s judgment?
• Is the next action clear, with a named person responsible?
• Has the appropriate staff member checked it before sending or submitting?

Keep the example, reviewed result and corrections together. A confident sentence is not evidence.

Your two-week team challenge

Days 1–2: Each participant selects one repeated task, writes the current steps and completes the brief above.

Days 3–5: Try the task with fictional or approved information. Keep the initial output and review it against its sources.

Days 6–10: Improve the instructions and try another example. Note where the AI still needs a person.

Days 11–14: Show the team one checked result, the useful instructions and the limitations. Decide what becomes a staff routine and what needs Cirlet’s help.

Agency data-handling worksheet

Record the approved tool and account, the information it may receive, who has access, provider processing and retention, the reviewer, the stop procedure and the incident contact. Use your written service arrangements and agency policies. Keep credentials and customer data out of shared training. State requirements differ; this worksheet is not a compliance certification.

Staff onboarding checklist

• Open the agreed tool and find the draft or worklist.
• Complete a practice task using fictional data.
• Trace important fields to the source and identify one deliberate error.
• Explain who may approve, send, quote or advise.
• Demonstrate how to stop a task and find the help contact.
• Find the library and the agency-specific procedure for this job.

Bring the next job

Describe its frequency, inputs, current steps, desired output, reviewer and exceptions. Include one example. Use the brief for your team’s own AI work or bring it to the next Cirlet working session.

Your included training

Hands-on kickoff; one live hour with your team each month during the engagement; recordings, guides, SOPs and exercises reviewed monthly; lifetime library access, including updates; and a facilitated two-week team challenge. On-site training is available by separate quote.

Start the lessons: https://cirlet.com/docs/team-training

Practice packs:
https://animasai.co/service-backlog-to-morning-worklist#practice-pack
https://animasai.co/documents-to-a-review-sheet#practice-pack

Help: tyler@cirlet.com