Role Automation Blueprint — intake

Order reference:

Your answers save automatically as a draft in this browser (on this device only, tied to this order) and the draft is cleared once you submit.

Contact

About you (buyer)

Role basics

Responsibilities

List the main things your role is responsible for — a few words each, so we know what the work actually is. At least one is required.

Tools

The software and tools you use in this role. Tick the common ones, add anything else under Other tools, and use the detailed rows below for tools where frequency or your access level matters. At least one tool is required.

Add a detailed row for any tool where it matters how often you use it or what access you have.

Workflow examples

Describe real workflows you run — the more concrete, the better the blueprint. At least two complete workflows are required. This section is the heart of your blueprint: two workflows with the trigger, tools, time burden, data sensitivity, and judgment answered are what let us deliver on time without pausing to ask follow-up questions in most cases. High-sensitivity or regulated-data workflows may still need a quick boundary check.

Pain points

Where the friction is. Optional but very useful.

Data and document access

What data sources or documents you work with, and your access level. Optional.

Approvals and compliance

This helps us design automation that stays inside your guardrails. Please answer the first question — "no one" and "not sure" are useful, honest answers, not blanks.

Goals

What would make this blueprint a win for you?

AI literacy

There are no wrong answers here. This just helps us tailor the setup guidance to your comfort level and to what your workplace allows — beginners and experts both get a blueprint that fits.

Optional uploads (metadata only)

Describe files you could share (SOPs, exports, screenshots). This form does not upload the files themselves — filename, kind, and description only.

Consent

Leaving this unchecked allows de-identified workflow, tool, and friction patterns to improve the recommendation library. Your identity, employer name, and private intake answers are never published or sold either way.