# Workflow intake template

Use this intake template before building an assistant, agent, or automation workflow.

## Process facts

| Question | Capture |
| --- | --- |
| Trigger | What starts the work and how often does it happen? |
| Users | Who requests, reviews, approves, and receives the output? |
| Systems | Which records, documents, tickets, or tools are touched? |
| Exceptions | What breaks the happy path today? |
| Evidence | What proves the workflow succeeded? |

## Readiness scoring

- Business value: measurable time, quality, risk, revenue, or support impact.
- Data readiness: authoritative sources, freshness, permissions, and quality.
- Action safety: reversibility, blast radius, approval requirements, and auditability.
- Evaluation coverage: representative tasks, edge cases, and release criteria.
- Operating ownership: runbook, dashboard, support owner, and escalation path.

## Output

Classify the candidate as assistant, supervised agent, autonomous agent, deterministic automation, or not ready.