Conceptbox Consulting — Automation Discovery Questionnaire
This form gathers what’s needed to scope an AI or workflow automation project. It is thorough and may take some time. Progress can be saved on mobile by tapping the page counter (“X of [total]”) at the bottom of the screen to reveal “Save and Continue Later”.
About you and the business
Full name
*
First Name
Last Name
Work email
*
example@example.com
Phone / WhatsApp
-
Area Code
Phone Number
Organisation
Website
Industry
Please Select
Professional Services
Healthcare
Education
Retail
Technology
Manufacturing
Finance
Construction
Hospitality
Non-profit
Other
Business location / service area
Number of employees or contractors
Approximate customers / bookings / users per month
Short business description
The problem to solve
Process to improve
*
How is it handled now?
*
Who completes it?
Tools currently used
How often does it happen?
Please Select
Multiple times a day
Daily
Weekly
Monthly
Quarterly
Annually
Ad hoc
Other
What regularly goes wrong?
Estimated time or money cost
Impact if nothing changes
Desired outcome
*
How success would be measured
What you need
What might you need?
*
Who will use the system?
*
AI and automation requirements
Process to automate
*
Event that should trigger it
*
Information needed and where it currently lives
*
Required output or action
*
Notifications, approval points and fallback handling
What should the AI do?
Source documents or data and how accuracy will be checked
Does this involve sensitive information or decisions about people?
*
No
Yes
Existing systems and integrations
Never submit passwords, card details or secret API keys through this form
Website platform
Booking or calendar system
Payment provider
CRM
Accounting software
Email marketing tools
WhatsApp or SMS tools
Google or Microsoft tools
Spreadsheets used
Other software or integrations
Data, access and security
What information is stored about customers or staff?
*
What sensitive data categories are involved?
Contact details
Financial information
Health information
Employee records
Location data
Customer communications
None of the above
Other
Who needs access to this information?
*
What record-retention requirements do you have?
Will users upload photos or documents?
*
Yes
No
Will any users be under 18?
*
Yes
No
Which countries do you operate in?
Do you have any existing privacy or retention policies?
Scope, timing and budget
Must-have features
*
Nice-to-have features
Later phase features
Desired launch date
-
Month
-
Day
Year
2 digit month, 2 digit day, 4 digit year
Date
Budget band
*
Please Select
Under $10k
$10k-$25k
$25k-$50k
$50k-$100k
$100k+
Not yet decided
Project decision-maker
Are other providers being considered?
*
Yes
No
Not sure
Potential blockers
Supporting information
Example apps or websites
Upload relevant screenshots or process documents
Upload a File
Drag and drop files here
Choose a file
Cancel
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Notes from any previous discussion
Final comments
Confirmation
I confirm that the information provided is accurate
*
Yes
Privacy acknowledgement
*
I acknowledge the Privacy Policy
Permission to be contacted about this enquiry
*
Yes
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