Prepare a useful free AI-audit brief in six points
The information needed to review feasibility, tools and project scope.
A useful brief is not necessarily long. It lets someone understand what triggers the work, what your team does and how it recognises an acceptable result.
1. The input and result
Describe what arrives: an email, document, form or CRM deadline. Then state the desired result: a draft, structured record, alert or follow-up task.
Start with one sentence: “When a request arrives in this inbox, we want these details prepared in this tool.”
2. The steps and tools
List current operations in order, with tool names and the fields transferred. Explaining a reference copied between two screens is more useful than asking for a complete AI platform.
Do not send passwords or API keys. The first audit can review a process without access to your accounts.
3. Volume and time
Give an approximate frequency and the handling time for a routine case. Explain whether work arrives continuously or in batches, and mention peaks.
An estimate labelled as an estimate is better than invented precision. Measurements can be refined during scoping and validation.
4. Exceptions and approval
Give an example of an incomplete or ambiguous case. Explain who handles it and which actions need approval. A follow-up, a price change and an internal update have different consequences.
State what should happen when the system cannot finish: prepare a question, raise an alert or leave the case with a person.
5. An anonymised example
Remove names, contact details, identifiers and unnecessary confidential information. A fictional example reproducing the document structure can be enough.
The aim is to understand formats and rules, rather than collecting your customer database at the first exchange.
6. Your priority
Finish with one goal: less data entry, more consistent response preparation or clearer follow-up. Choose the outcome that will determine whether the first project should continue.
The Relaist form sends your enquiry to the team only after you explicitly submit it. Questions asked to the automated guide remain local until you choose to transmit them. The free initial audit covers one process and excludes a prototype.
Describe a task, your tools and the volume. The free audit reviews one workflow and provides an initial summary.
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