★ Companion Tool From the AI Integration Decoded · The audit-defensible task catalog for the regulated-professional seat
THE BARATELLI INSTITUTE · Mentoring at Scale
AI TASK-DISCOVERY CATALOG · FREE COMPANION TO THE PRACTITIONER GUIDE

You have the AI. What should you actually ask it to do for your job this week?

Pick your role. Pick the work that's actually on your desk right now. Get 30 to 50 AI tasks you can run today — with the exact prompt to paste into Claude, ChatGPT, or Copilot, the expected output, and the guardrail callouts (what NOT to paste, what to verify before it leaves your inbox). Built for the regulated-professional seat: CPA, RIA, attorney, family-office, CFO.

1Pick your role
2Pick this week's work
3Get the task list with prompts & guardrails
START

Pick a role to begin

Each of the 8 roles has a curated library of 25 to 45 AI tasks across 5 to 8 work contexts. Pick a role on the left to load its catalog.

What should I ask AI to do for my job this week?

Pick your role on the left, then pick the work you're doing this week. The catalog will surface the relevant AI tasks — with the exact prompt, the expected output, and the guardrail for your professional seat.

Free · The 25-Task Week-One Starter Pack

Get the 25-task starter pack as a printable PDF.

The 25 highest-leverage AI tasks from this catalog — cross-role — bundled as a printable, redaction-checklist-included PDF. Free. Drop your email and we'll send it. No spam, unsubscribe anytime.

Single-page PDF. 25 tasks. Includes the redaction checklist and the citation-check template. No payment, no commitment.
Want the full audit-defensible reference?

AI Integration Decoded — the practitioner's audit trail.

This catalog tells you what to ask AI. The guide tells you how to document it so your state board, the SEC, your partner committee, and your malpractice carrier will accept the answer. 14-field audit-trail worksheet. PCAOB AS 1215 mapping. AICPA SQMS No. 1 firm-level posture. ABA Model Rule 1.1 Comment [8], Rule 5.3, and ABA Formal Opinion 512. The engagement-letter AI clause. The Mata v. Avianca cautionary case. 100+ field-tested prompts indexed by chapter.

Read the AI Integration Decoded guide → Free chapter sample

Three things every regulated-professional prompt needs

1. Redact first. Never paste client PII, account numbers, SSNs, taxpayer-identifying info, privileged communications, or attorney work-product into a public AI model. Use placeholders.

2. Cite-check every output. AI hallucinates statutes, cases, and section numbers. If the answer relies on a citation, verify it in the actual source before relying. Mata v. Avianca is the textbook example of what happens when you don't.

3. Document the prompt, the model, and the version. Every audit-defensible AI-assisted workpaper should record (a) the model name and version, (b) the exact prompt, (c) the date and time, and (d) the human-review step. That's the 14-field audit trail from the guide.