Workflow · Software and IT
Get unstuck with software or a computer problem
Work through a problem yourself, and know when to stop and call IT.
Try with checksIt is worth trying only with the checks on this page.
For: Anyone at work who is stuck with a tool, an error or a setting
What the evidence says
Partly studied. The closest studies look at a narrower or different task.
- AI in IT and security support: not enough evidence yet (evidence strength 0 of 5)
These studies test IT and security staff, not ordinary users fixing their own problems.
This workflow itself is our recommended way of working, not a tested method. Studies searched to 2 November 2026.
Before you start
- Check whether your organisation lets you change this yourself. Security settings and shared systems are usually off limits.
- Never paste passwords, access keys, customer data or internal addresses. Remove them from error messages and logs first.
The steps
Replace the words in square brackets with your own. Stay in the same chat for the next prompt, unless a step says otherwise.
- YouWrite down what you tried to do, what happened instead, the exact error text, and the software and version.
- AIAsk for causes first, starting with the simplest and safest thing to try.
I am using [software and version] on [Windows/Mac/other]. I tried to [goal]. Instead this happened: [what happened]. The exact error is: [error, with private details removed]. List the three most likely causes. For each, give the simplest and safest check first. Tell me before any step that could delete data, change security settings or affect other people. Tell me what to do to undo each step. If this could be a security problem, such as an unexpected file, say so first and tell me to stop and call IT. Do not give steps to get round it. I am not an IT specialist, so explain any command before giving it.
- YouTry one step at a time. Save your work and note what you changed.
- AIIf it doesn't work, report exactly what happened and ask for the next step.
I tried [step]. The result was [what happened]. What does that rule out, and what should I try next? If this now needs an administrator, tell me what to say to IT.
- YouStop after three failed tries or at any warning you don't understand, and take your notes to IT.
How to catch its mistakes
- The fix is real if the original task now works and you didn't turn off a warning or safety setting to get there.
- Before running a command, find out what it does from the software maker's own documentation.
- Menu names and commands can be made up or out of date. If a menu isn't there, say so and ask again rather than guessing.
When not to use this
- It involves a suspected security problem, such as a strange email or an account you can't get into. Tell IT right away.
- It affects shared systems, servers or other people's data.
- The AI suggests turning off antivirus, a firewall or other security settings.
Tools
A general AI assistant, or the help assistant built into your software. Examples: ChatGPT, Gemini, Microsoft Copilot. We chose these because they are common in workplace software, not because they are the best. We leave out Claude products as examples, because we draft this site with Claude. AI assistants compared has them all, with dated facts. Use whichever your employer has approved. The steps work with any tool of this type. We take no money from AI companies.
Find out if it works for you
People often misjudge how much AI helps them. Try this on your next 10 similar tasks, letting a coin flip decide which ones use AI. What to measure: Minutes to fix, and how many problems still ended up with IT. Your results stay in your browser. Start the self-test →
If you manage people
Agree with IT what people may try themselves, and what must go straight to them. Publish that list.
Written by AI Adoption's editors as our own recommendation, last checked 5 November 2026. It has not been reviewed by an outside practitioner. Before publishing, we ran its prompts once on made-up samples with a second AI model, also from Anthropic. That is a check on the wording, not a test of whether the workflow works for you. Disclosure: AI Adoption uses AI tools in its research and editorial work, including Claude from Anthropic. No company has any say in this page. Reuse under CC BY 4.0. Spotted an error? Tell us.