AI Automation Discovery Template
Gather process knowledge before building AI automations. Capture the details that make workflows work.
What this template covers
- Current process steps and variations
- Edge cases and exceptions
- Decision points and business rules
- System integrations and data flows
- Success criteria for automation
Sample questions
1
Walk me through exactly how you handle [process] today.
AI follows up: "What happens when something doesn't fit that flow?"
2
What are the most common exceptions or edge cases you encounter?
AI follows up: "How do you handle each of those?"
3
What decisions do you make during this process?
AI follows up: "What information do you need to make those decisions?"
4
What would break if we automated this incorrectly?
5
What would a successful automation look like for you?
... and 9 more questions
How it works
- 1Click "Use template" and create your free account
- 2Customize the questions if needed (or use as-is)
- 3Share the link with your stakeholders
- 4AI conducts interviews and synthesizes insights
- 5Review results and make decisions
Who this is for
- Automation engineers gathering requirements
- Process owners documenting workflows
- IT teams building integrations
- Operations teams preparing for AI adoption
Use this template free
No credit card required. 3 free interviews/month.