Best for
AI WORKFLOW · 01
Fair schedules and customer notices
Expected outcome
A traceable master schedule, change list, approval record and channel-specific notice drafts.
IMPLEMENTATION SOP
Practical implementation process
Start with one real but de-identified data set, then use the test result to agree ongoing scope, cadence, access and fees.
- 01
Nominate the master schedule
Confirm the official source and bounded scope.
- Primary owner
- Business owner
- Step deliverable
- Scope and source list
- 02
Define status and milestones
Define required fields, status, access and approval conditions.
- Primary owner
- Business and approval owners
- Step deliverable
- Field, access and approval rules
- 03
Run one difference check
Run one test with de-identified real data and review differences and gaps.
- Primary owner
- AI preparation / human review
- Step deliverable
- First difference and gap report
- 04
Prepare pre-approval drafts
AI prepares the draft or report; authorised staff review facts and risks.
- Primary owner
- AI draft / staff approval
- Step deliverable
- Pre-approval deliverable
- 05
Publish and retain the version
Record approval, version, owner and the next review date.
- Primary owner
- Authorised staff
- Step deliverable
- Version, approval and next-review record
READINESS CHECK
Information needed before starting
- Event name, dates, venue and publication status
- Move-in/out, owner and supporting file or URL
- D-30, D-14, D-7 and D-1 milestones
- Lawfully obtained audience rules and approved channels
WORKING DOCUMENTS
Document toolkit you can open now
Open a document to view its recommended fields. These are starting templates; the working version is adapted to company process and access controls.
01Fair master scheduleKeep dates, venues, status and sources aligned.Open documentClose document
Recommended fields
- 01Event ID and name
- 02Start and end dates
- 03Venue, city and location
- 04Publication status
- 05Move-in/out
- 06Contact owner
- 07Source file or URL
- 08Last check and approver
02Schedule change impact sheetIdentify every channel affected by a change.Open documentClose document
Recommended fields
- 01Old and new values
- 02Change source
- 03Affected pages, calendar and notices
- 04Required correction
- 05Risks and decisions
- 06Owner and due date
- 07Approval status
03Customer notice approval sheetRecord the audience, copy, time and approval.Open documentClose document
Recommended fields
- 01Event and reason
- 02Audience rule
- 03Channel
- 04Subject and body
- 05Planned time
- 06Lawful-use basis
- 07Approver
- 08Sending record
DOWNLOADABLE TOOLKIT · v1.0.0
Fixed formats and compatible software
Start with the complete ZIP, or download Excel, Word or PDF separately. Traditional Chinese, Japanese and English are combined in each file, with version and approval fields included.
Get Excel, Word, PDF and the usage guide together.
v1.0.0 · 2026-08-21 · 344 KB↓Excel .xlsxEditable working fileIncludes instructions and three ready-to-complete worksheets.
v1.0.0 · 2026-08-21 · 17 KB↓Word .docxFillable approval documentFor requirements, human review and approval records.
v1.0.0 · 2026-08-21 · 49 KB↓PDFReading and print editionA fixed layout for review, printing and internal briefing.
v1.0.0 · 2026-08-21 · 294 KB↓OFFICIAL SOFTWARE
Open with official software
HUMAN REVIEW · ACCESS
Human review and access boundaries
- A named person approves dates, venue, publication and sending time
- Do not use a list without a lawful audience rule
- Do not promise automatic sending or instant calendar sync
These are workflows available for assessment and phased introduction. They do not imply that the current website is connected to customer, order, inventory, finance, LINE or email systems. Data access, sending, automation, cadence, retention, fees and responsibility remain subject to testing and written scope.
START WITH ONE REAL WORKFLOW
