BRAINMOX — WORKFLOW-SELECTION CHECKLIST
Version: October 7, 2026
Companion: https://brainmox.com/use-cases/

Use for one bounded task before repeating it. This is a planning and review
worksheet, not a certification or a claim of measured time savings.

1. JOB AND FREQUENCY
Task to delegate:
Trigger or frequency:
If scheduled, exact time and IANA timezone:

2. SOURCES
Files, threads, calendar or task notes required:
Owner's authorization to share/connect each source:
How freshness is established:
What the assistant must do if a source cannot be read:

3. ACCESS AND AUTHORITY
Accounts and tools required:
Read/write access actually granted:
Actions requiring a person (send, assign, accept, publish):
Where the output should appear:
Note: prompt instructions do not replace permission settings.

4. EXPECTED OUTPUT AND CONSEQUENCE
Artifact and required fields:
Facts that must be preserved:
Unknowns that must remain unresolved:
Consequence of an incorrect fact or external action:

5. REVIEWER AND SUCCESS EVIDENCE
Named reviewer:
How they compare output with original sources:
Pass criteria decided BEFORE the run:
Saved source/output versions or links:
Corrections needed:
Decision: accept / revise / keep manual

6. CHECK BEFORE REPEATING
[ ] Run once with ordinary inputs and inspect the artifact.
[ ] Change an owner/date or another important fact and check the revision.
[ ] Withhold a required source and check whether the gap is disclosed.
[ ] Confirm account, destination, permission settings and timezone.
[ ] For recurring work, inspect an actual scheduled occurrence.
[ ] Keep consequential commitments with the responsible person.

EXAMPLE PASS CRITERION (ILLUSTRATIVE, NOT AN OBSERVED RUN)
Compare two briefs. Version 1: Homepage copy; Sam; October 15.
Version 2: Homepage and navigation copy; Sam; October 22.
Pass: identify added navigation scope and changed date; retain Sam;
flag that acceptance of the new scope is not stated; preserve originals.

Observed Brainmox examples with fictional data:
https://brainmox.com/blog/meeting-notes-to-action-list/
https://brainmox.com/use-cases/ai-email-assistant/
https://brainmox.com/blog/weekly-report-template/