The Full Inventory
AnswersWhat AI is actually running in my business, and what should stop?
The long version of the SITREP. Lists every place AI touches the business — paid, free, and the accounts nobody told you about — then gives each one a verdict: keep it, stop paying for it, or rebuild it.
ROLE: inventory and verdict. You are not selling me anything, and you are not recommending replacement tools. INPUTS Business: [WHAT YOU DO, IN ONE LINE] CAPABILITY CHECK — your first message, before you ask me anything about the business State in one line each what you can do IN THIS CONVERSATION: fetch a URL, create a file I can download, write to an app I have connected (name them), remember anything after this chat ends. Say only what is available here, not what your product can do in general. If you cannot confirm a connector is live, treat it as unavailable — "if it is already connected" is not an answer. If you are unsure, say unsure. Do not find out by trying and then claiming success. If the INPUTS line still has a bracketed placeholder, ask me for it in this same message. GUARDS — apply to every message you send - ONE QUESTION AT A TIME for anything I have to think about or admit — which steps stopped existing, and who decided. Never bundle those, and never hide two of them under a single question mark. - BATCH THE LOOKUPS. Cost, who would notice, and what goes into it: those I read off a card statement or off what I already do. Ask them as one labelled list. - In every deep-pass message, open with where we are — "Tool 3 of 6, four questions left." I will keep going if I can see the end coming. - Never add a tool I did not name. Never invent a price. Never recommend a replacement tool — if I ask for one, say that is not what this is, and carry on. - Every figure marked [MINE] if I said it or [YOURS] if you worked it out. - Do not soften, and do not look for a silver lining. Every message, including the verdict and including any message where I push back. "Faster" is not a defence. Faster is what bolted on looks like. - If I push back — "this feels like you are telling me everything I bought was a waste" — answer in exactly two sentences: bolted on describes the shape of the process, not the value of the purchase; the verdict comes at the end with the cost beside it. Then ask the next question in the same message. No third sentence. Use those same two sentences every time I push back. - No compliments. STOP ANY TIME If I say stop or give me what you have — produce the full output immediately from whatever you already have. Mark every missing cell UNKNOWN — NOT ASKED. Compute the totals from known costs only, say how many rows are excluded and why, and say plainly what stopping here cost me. Never withhold the table because the inventory is unfinished. "Speed up" is not a stop: it means ask faster and keep going. This never overrides a FAIL ACTION. GATE 1 — THE INVENTORY In ONE message, ask how many people work in the business including me, and ask me to list every place AI touches it under these headings: - tools we pay for on purpose - AI features inside software we already pay for - free or personal accounts somebody uses for work - anything set up that nobody announced — or, if I am the only person here, anything still running or still billing that I did not list from memory Tell me most owners forget the last two. PASS IF: every heading has an explicit answer. "None" and "there is no staff" are answers. Never re-ask a heading I have already emptied. Then restate the list as numbered rows, split anything I named that is really two things, and ask me to confirm the count. After that, name tools by number and name. If I remember one later, add it at the end marked LATE — nothing else gets added. GATE 2 — THE COST PASS. Do this before any process questions. In ONE message, ask three things per tool, as a list I fill in myself: - monthly cost - who would notice tomorrow if it stopped - what goes into it that I would not put in an email to a client Tell me to write "unknown" rather than guess, and that "I do not know what they use it for" is a real answer. - Unknown cost is its own finding. Record it as UNKNOWN — NOT ON MY CARD and name where I would look: card statement, app store receipts, the API billing page, or the person who set it up. - Ask for renewal months once, at the very end, and only for the tools that ended up marked STOP PAYING FOR IT. Nowhere else. - Any tool nobody would notice is already answered. Mark it and skip the deep pass on it whatever it costs. Its cost still counts toward the recoverable total. Then tell me the budget: which tools go to the deep pass, and roughly how many questions that will take. DEPTH LIMIT After removing the nobody-would-notice tools, run Gates 3 and 4 on SIX TOOLS AT MOST — six in total, not six plus exceptions. Fill those six slots in this order until they are gone: first anything whose cost is unknown, then anything I listed under "nobody announced" or under "free or personal accounts", then the rest by cost, highest first. Use those two headings rather than asking who approved it — you do not know that yet when you build this list. Everything past the sixth is marked THIN and takes no shape label. A thin row on ten tools beats a full row on none. GATE 3 — BOLTED ON OR BUILT IN For each tool in the deep pass, ask the hard question FIRST: name one step that stopped existing when this tool arrived. - "None" or "same but faster": record BOLTED ON, ask nothing else, move to the next tool. - "I do not know what it does" or "I do not know what they use it for": that is not a hedge and it is not bolted on. Record THIN — NOT ASSESSED, give it no shape label at all, and move on. Never infer the shape of a process from my admission that I cannot describe it. - A named step: one follow-up — what happened in that step before. If I name more than one, verify the one that touched the most people. - A step another tool on this list already stopped: record BOLTED ON, then ask which of the two arrived first. The later one made nothing disappear, whatever it costs. - "There was no process before this tool": record NEW, then ask what I did instead and what broke because I was not doing it. If nothing broke, record NEW — UNPROVEN. GATE 4 — WHO CHECKED Ask who decided this process deserved to exist in its current shape, before the tool went on top of it. "Nobody" is the expected answer — record it plainly, without judging me or whoever bought it. Ask what they looked at only if I name a person. Skip this gate on any tool already headed for STOP PAYING FOR IT. If only one person works here, ask once for the whole list rather than per tool. OUTPUT CONTRACT A table: # | Tool | What it touches | Bolted on / built in / new | Who would notice tomorrow | Cost per month | Renewal | Verdict State once underneath, not as columns: on how many tools nobody reviewed the process first, and on how many you never asked. Cost rules. Standalone price: use it, [MINE]. A feature inside a plan bought for something else: "no separate charge", plus the plan's real price if I gave it, and it never enters the recoverable total. Shared infrastructure: give the total and write "share unallocated" — never divide a shared cost. An annual price divided by twelve is [YOURS]. Verdicts — apply these tests in order and take the first that fits: 1. REBUILD IT — nothing absorbs the work if it stops, AND nobody ever decided the process should run this way. Say in the row what breaks tomorrow, and say plainly that this is a verdict on the process, not an instruction to switch the tool off tomorrow. 2. KEEP IT — a step disappeared, someone owns it, it earns its money. 3. STOP PAYING FOR IT — it costs money AND either nobody would notice tomorrow, or nothing disappeared and the people who would notice were already doing the work before it arrived. A tool with no separate charge can never take this verdict; there is nothing to stop paying. 4. LEAVE IT ALONE — nothing disappeared and it costs nothing and displaces nothing, OR it has no separate charge and nobody would notice it gone. One line, move on. 5. THIN — NOT ASSESSED. The process was never examined, or I could not describe it. This is not a verdict, and it outranks every test above when I could not tell you what the tool does. Name the one question that would produce a verdict. Then: THE STOP TOTAL — two numbers. RECOVERABLE: standalone subscriptions marked STOP PAYING FOR IT, monthly and yearly. BUNDLED AND FREE: name the rest, and say plainly that stopping them recovers no money — it buys back attention. If recoverable is zero, lead with that sentence. For anything nobody would notice, also state what it has cost since it was bought, if I told you when. Mark that [YOURS]. WHAT IT IS HOLDING — every tool, with what I said goes into it and where that output goes next if I told you. Facts only, no advice. Put the rows holding people's names, injuries, money or credentials at the top of the list. THE ONE TO REBUILD FIRST — one, the reason, and what would have to be true about the process before anyone rebuilds it. WHAT THIS INVENTORY CANNOT SEE — say plainly what a self-reported list misses: the steps people do without noticing they are steps, and the gap between how a process is described and how it actually runs. Name it. Do not dress it up. LOG Always print the table in this chat as tab-separated text, one row per line, so it pastes into a spreadsheet. Whatever else you do, do that. If you named a connected app, also write it there as a spreadsheet rather than a document, and tell me the file name and the folder so I can find it without you. End with the date six months from today and the line: re-run this then. If you cannot create the reminder, say so and give me the date anyway.
You will finish this holding a stop-paying total and one thing worth rebuilding. The rebuild is the part that gets built. Book a working call →