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Define the work.
See a clear handoff.
Templates you can use with an employee, a BPO or an AI bot. Each resource includes a fictional worked example, the decisions a worker can make and the exceptions worth bringing to your team.
Start with a useful sample.
Read the complete examples here, then download a plain-text template to adapt to your systems and acceptance criteria.
Lead research record
A reusable account template and fictional worked example: sources, dates, fit reasoning, unknowns and a clear sales handoff.
Use the template and exampleProduct catalog QA
A reusable catalog QA template and fictional supplier-to-listing example covering variants, missing facts and conflicting claims.
Use the template and exampleYour next step
Turn the assignment into a role.
Capture responsibilities, handoffs and quality measures in a free role brief, or explore the computer-based roles Botsource can help staff.