First Name
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Last Name
Email
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Business or project name
What is going on right now, and what is the main problem?
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What would a good result look like?
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When do you want this solved?
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What job would the AI do? Describe it like a role, with the tasks it covers.
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Which tools or systems are involved?
How often does this work happen?
Would it need to do any of these?
Talk to customers or the public
Handle money or payments
Publish content
Use private or sensitive information
Take actions that cannot be undone
None of these
Is the process written down today?
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