Trailwise AI Operations Audit Intake
Share your team’s workflows, tools, and data boundaries so we can prepare for your audit call.
About You
Company Name
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Full Name
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First Name
Last Name
Role / Title
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Email
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example@example.com
Department or Team This Covers
People on This Team
Your Team’s Work
Tasks ahat are the Biggest time consumers?
Walk us through the recurring work: what starts it, who touches it, what gets handed off, and what has to be finished.
The magic-wand question?
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If one task your team does could simply do itself tomorrow, which would you pick — and why that one?
Re-typing and document work
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Where does someone move the same information between systems by hand, or read documents (PDFs, emails, forms) just to pull information out of them?
Your tools
Software and other tools your team uses every week?
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Include the core systems, spreadsheets, communication tools, and any tools that are especially important to keeping the work moving.
Which spreadsheets or workarounds act as real systems?
Any spreadsheets that act as real systems (trackers, master lists)? Any macros, Zapier flows, or AI tools already in use?
Where work gets stuck
Waiting and approvals
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Where does work sit idle waiting on a person or a sign-off? Roughly how long, and what does the delay cost?
Errors and do-overs
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What gets done twice? What’s the most common mistake, and what does one cost — in time or money — when it slips through?
The work that is not happening
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What should your team be doing that it has no capacity for — follow-ups not made, analysis skipped, opportunities left on the table?
Data sensitivity and boundaries
What types of sensitive information does your team handle?
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Customer personal information
Employee or HR information
Payment or bank account details
Health information
Legal or contractual documents
None of these
Rules and boundaries
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Any specific regulations that apply (financial controls, privacy laws, industry rules)? Any data that must not leave certain systems or go into outside tools?
Decisions that always need a human
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Which decisions or outputs must have human sign-off no matter what — payments above a threshold, customer-facing communications, legal wording?
Send intake to Trailwise AI
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