AI First Task Planning: A Practical Workflow for Better Results

AI First Task Planning is not about putting everything into one model. It is about choosing the right tool at the right moment, so your work becomes clearer, faster, and more accurate. When the steps are sequenced properly, you avoid unnecessary rewrites and produce stronger results. 

1. Step 1: Brain Dump (You Only)

Begin by capturing everything you know before involving AI. This includes your audience, constraints, backstory, priorities, and any internal context the model would never guess. Write freely in bullet points without worrying about polish. Your goal is completeness, not refinement. 

Examples of a Brain Dump: 

• A rough list of ideas for a marketing announcement 

• Notes from a meeting where you understand the unspoken context 

• Early thoughts on a campaign direction 

• Bullets about what leadership expects from an upcoming deck 

All of this becomes the raw material the AI will build from. 

2. Step 2: Fact Check (Use a Strict Model)

Once your notes are captured, move them to a model optimized for accuracy. Upload everything, including your brain dump and any source documents. Ask the AI to verify the details so you are not building your draft on incorrect information. 

Examples of Fact Checking Requests: 

• “Verify the product launch date and correct any inaccurate terminology.” 

• “Compare these bullets with the feature release notes and update anything outdated.” 

• “Ensure the policy references match the current HR documentation.” 

• “Identify any assumptions that are not backed by the source material.” 

This step prevents errors that spread through later drafts. 

3. Step 3: Drafting (Use a Creative Model)

After the facts are confirmed, move the corrected notes to a model that is built for writing. This stage focuses on structure, clarity, flow, and narrative strength. Your prompt should simply ask the model to use the verified content and produce a clean draft. 

Examples of Drafting Prompts: 

• “Turn these corrected notes into a clear first draft for employees.” 

• “Create a structured blog post using this fact checked outline.” 

• “Write a narrative summary using these verified talking points.” 

• “Convert this information into a storyline for a slide deck.” 

Drafting after fact checking saves time and reduces rework. 

4. Step 4: Refinement (You and AI)

With a draft in place, use the AI as an editor. Provide specific feedback to adjust tone, pacing, emphasis, and style. The goal is to shape the draft until it matches your voice. 

Examples of Refinement Directions: 

• “Make the tone more conversational while staying professional.” 

• “Shorten the paragraphs and remove filler.” 

• “Adjust the angle so it focuses more on customer benefits.” 

• “Add one example to illustrate the main point.” 

You guide the direction. The AI adjusts quickly. 

5. Step 5: Packaging (AI Finishes It)

Once the refined draft feels complete, let the AI generate the remaining formats you need. This is where one strong draft becomes many deliverables with very little extra effort. 

Examples of Packaging Outputs: 

• Short summaries for leadership 

• A slide friendly version 

• Social posts 

• A customer facing version and an internal version 

• A set of headline options 

• A short script based on the full draft 

This multiplies the value of your work. 

A Simple Example: A Newsletter Workflow 

• You begin with a rough list of updates and ideas. 

• A factual model verifies the dates, features, and process details. 

• A writing model turns the corrected notes into a narrative. 

• You refine the tone, pacing, and emphasis. 

• The AI produces subject lines, shorter versions, and slide summaries. 

You save hours and produce a more accurate and consistent final result. 

The Point 

AI First Task Planning is a system, not a trick. You provide the human context. A strict model confirms the facts. A creative model builds the structure. You refine the draft. AI completes the packaging. When used in this sequence, the workflow becomes predictable, efficient, and repeatable.