ZAAPART — AUTOMATION WORKFLOW BRIEF
Blank planning template | 23 October 2026
https://www.zaapart.com/ai-automation-vs-rule-based-workflows.html

Complete what you know. Mark unknown items as undecided.
Use anonymised examples. Do not put passwords, API keys, customer records,
private attachments or other sensitive production data into an initial brief.

1. Business and main contact:
2. Workflow name and responsible owner:
3. Who starts the process, and what triggers it?
4. What inputs arrive, in which formats and through which tools?
5. What is the required output, and who uses it?
6. What does the team do today, step by step?
7. How often does the task occur? Note the measurement period.
8. What baseline time, corrections or missing-information counts are available?
9. Which decisions follow fixed, agreed rules?
10. Which steps need interpretation, and why?
11. Which actions require a named person's approval?
12. What happens if information is missing, wrong or duplicated?
13. What happens if a connected tool is unavailable?
14. Which approved documents may be used, and who maintains them?
15. Which user roles and data access are needed?
16. What must the system never assume or do automatically?
17. What logs, alerts, pause controls and manual fallback are needed?
18. Which anonymised examples cover normal and exception cases?
19. What would count as a correct, incomplete or failed pilot result?
20. Who reviews the pilot, over what period, using which measures?
21. Which hosting, external-service and ongoing support costs need scoping?
22. Budget range, desired date and undecided items:

This template helps prepare a scoping discussion. It is not a cost estimate,
delivery promise, security assessment or approval to connect production tools.

Discuss the workflow: hello@zaapart.com | +91 89055 66991
Zaapart — branding, packaging, print, websites, UI/UX, software, mobile and AI.
Online and client-site services by arrangement; no public walk-in office.