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AI discovery interview guide

Use these prompts to gather the evidence needed to choose and rank AI opportunities.

What this establishes

The decision in view.

Principle 1

Focus interviews on workflows, not abstract AI preferences.

Principle 2

Capture where human judgment is scarce and expensive.

Principle 3

Ask data-access and risk questions early.

Interview prompts

Workflow and problems

  • Which workflow has recurring delays, exceptions, or quality failures?
  • Where does limited expert judgment slow the work?

Data and systems

  • What records exist today, and how accessible are they?
  • Which systems and integrations would limit delivery?

Decision and governance

  • What risk limits must be respected?
  • What evidence would convince a sponsor to fund a pilot?

What to leave with

End each interview with one possible opportunity, one preparation task, and one evidence gap to validate next.

Related reading

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Next steps

Go deeper with resources

Browse all guides, sample outputs, comparisons, and templates.