ONE WORKFLOW - DISCOVERY BRIEF Draft for discussion. This is not an order, contract or payment request. Use a generic example; omit personal records, passwords and confidential data. 1. What recurring task takes manual follow-up? 2. What starts it, and where does the request arrive? 3. What tools do you already use? 4. What should a completed task look like? 5. Which decisions must stay with a person? 6. What would make a small pilot worth trying? Before work starts, agree in writing: - The parties and the person authorized to approve the work. - One input, one output, and the allowed data and tools. - Deliverables, acceptance examples, timeline and review process. - Fixed price, payment milestone, correction scope and cancellation handling. - Access permissions, confidentiality and data retention. No scope, price or delivery date is agreed by completing this brief.