AI initiative planning

Turn an unclear business priority into a plan your team can approve.

The Block starts where most important work starts: with an idea, a problem, or a goal that is not fully formed yet. Guided intake asks the useful questions, develops the scope, and turns the request into an initiative with visible work, owners, estimates, and decision points.

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What you gain

A clearer brief

Capture the goal, context, constraints, files, and expected outcome without writing a perfect specification first.

An executable scope

Break the initiative into concrete tasks with acceptance criteria, role needs, dependencies, and AI-readiness.

Budget visibility

Review estimates and funding needs before work begins, then keep financial decisions connected to delivery.

How it works

  1. Describe the priority

    Start with plain language, supporting files, or an existing business recommendation.

  2. Clarify the work

    The intake flow develops the request and gives you explicit control over each major step.

  3. Review the plan

    Check the proposed scope, tasks, budget, timeline, and execution path before approving it.

  4. Fund and route it

    Move approved tasks to AI agents, connected repositories, or qualified workers from the same workspace.

Frequently asked questions

Do I need a complete project brief before I start?

No. The intake flow is designed for incomplete ideas, business problems, and goals. It helps identify missing context and turns the request into a reviewable plan.

Can I change the plan before work begins?

Yes. The scope, task structure, estimates, and supporting context remain reviewable before you approve and fund execution.

Can both AI agents and people work on an initiative?

Yes. Tasks can be evaluated for AI-assisted execution or routed to skilled workers, while the initiative remains the shared source of truth.