Describe the outcome first
Write what you want to improve and how you handle it today. For example: “We want incoming enquiries to reach the right sales person without copying them between tools.” This is clearer than asking for an AI system without a defined job.
Include the essentials
- People: the users, project owner, approver, and technical contact.
- Process: the trigger, steps, inputs, output, and exceptions.
- Tools and boundaries: systems to connect, languages, access restrictions, and actions that need approval.
- Priorities: must-haves, later improvements, target timing, budget range, and success measures.
A brief is a starting point
It is fine to leave unknown answers open. Your brief helps us scope the work; it is not a contract, a final quote, or a delivery commitment. Keep examples anonymous until a suitable sharing process is agreed.
Your checklist
0/3 completeOpen “Prepare your project” to create and download your brief. Nothing is sent automatically.
Prepare your projectYour signed proposal and agreement define the final scope, fees, responsibilities, and terms.
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