Discovery Questionnaire

Help us understand your process

The same questions we'd ask on a discovery call, six sections in order. Answer what you can — you don't need to finish everything at once, this page saves your progress in this browser as you go.

0 / 26 answered

Who should we follow up with?

Your name*Email*CompanyPhone

The process itself

Tell us how the work actually happens today — not the official version.

Walk us through this process from trigger to completion, step by step.Which parts feel like busywork nobody wants, and which parts actually need judgment?How often does this happen — daily, weekly, at month-end, seasonally?What happens when it goes wrong today — who catches the mistake, and how?Is there a documented "right way," or does it live in people's heads?

Systems, data & integrations

Everything here becomes an integration point once we start building — better we find the tricky ones now.

What systems does this process touch, start to finish? (CRM, email, ERP, spreadsheets, line-of-business apps)Where does the data this process reads and writes actually live?Do those systems have an API, or would this need screen-level automation?Who currently holds admin access to each system involved?Are there existing integrations or automations already touching this process?

People & decision authority

This is where we draw the human-in-the-loop boundary for the agent's design.

Who owns this process on paper, and who actually executes it day to day?Which decisions in this process require judgment only a person should make?When the process stalls waiting on a person, who is that, and how fast do they usually respond?Who needs to sign off before this goes live, and on every change after that?

Risk, compliance & security

Anything you tell us here becomes a guardrail requirement, not a nice-to-have.

Is any data this process touches regulated — PII, PHI, financial, or otherwise sensitive?Do industry or contractual requirements apply here — HIPAA, PCI, SOC 2, insurer requirements?What's the worst case if this process makes a mistake at scale instead of one at a time?Does anything here require an audit trail today? What does that look like now?

Success metrics & goals

Let's set the number that proves this worked before anyone gets attached to a solution.

What does "this is working" look like in 90 days? What number would prove it?What is this process costing today — in hours, in errors, in missed opportunity?Is the goal to free up headcount time, speed up turnaround, cut errors, or something else?Who's the internal champion who will notice — and vouch for it — when this works?

Constraints & context

The things that shape the scope more than the process itself does.

Has anyone tried to automate this before? What happened?Is there a hard deadline driving this — contract renewal, compliance date, seasonal peak?What's the appetite for a phased rollout versus wanting everything at once?Anything about this process changing soon — a new system, a re-org, a new regulation?