AI Automation & Workflow Discovery
Current process, automation goals, existing software, data sources, volume, and guardrails.
Reach for it when: Automating a manual workflow, or scoping where a model actually helps.
- sections
- 9
- questions
- 27
- required
- 5
- AI assisted
- 27
Every section, every question
This is the template as it ships. Edit the wording, reorder the sections, or delete what does not apply to your studio.
01
About Your Business
- Business name*Short text
- IndustryShort text
- Company sizeSingle choice
- Geographic marketSingle choice
- Primary products or servicesShort text
02
Current Process
- Describe your current workflow*Long text
- Which department is this for?Multi choice
- What is the biggest challenge today?*Long text
- What tasks are currently performed manually?*Long text
03
Automation Goals
- What would you like to automate?Multi choice
- Primary objectiveMulti choice
- What does success look like?*Long text
04
Existing Software
- Which tools do you currently use?Multi choice
- Additional software detailsLong text
- Do you currently use AI tools?Multi choice
05
Data & Integrations
- Where does the automation need to get data from?Multi choice
- Which systems need to be connected?Long text
- Security or compliance requirementsMulti choice
06
Volume & Scale
- Monthly transaction or request volumeSingle choice
- How many users will interact with the solution?Single choice
- Is this automation business-critical?Single choice
07
AI & Automation Preferences
- What type of solution are you interested in?Multi choice
- Preferred deployment modelSingle choice
- Human approval requirementsSingle choice
08
Budget & Timeline
- Desired timelineSingle choice
- Budget rangeSingle choice
09
Additional Context
- Anything else we should know?Long text
* marks a required question. Every question in this template has AI suggestions available while the client is writing.