AUTOMATION SCOPING CHECKLIST (cofounderbase.com/workflows/)

1. The task
[ ] What exactly happens today, step by step? Who does it?
[ ] How often (per day/week) and how long each time?
[ ] What starts it (trigger)? What does "done" look like?

2. Systems and data
[ ] Which tools are involved (CRM, billing, support, sheets)?
[ ] Who owns the accounts and API access?
[ ] Is the data clean enough? Where are duplicates or gaps?
[ ] Any personal, health, payment or legal data? Which rules apply?

3. AI and people
[ ] Which step needs judgement (reading text, summarising, classifying)?
[ ] Where must a person approve before anything is sent or changed?
[ ] What should happen when the AI is unsure?

4. Success
[ ] Baseline today: hours, response time, errors, conversion.
[ ] Target after 30/90 days.
[ ] Who checks it weekly and who fixes it when it breaks?

5. Agency questions
[ ] Fixed price for v1? What is included (testing, docs, training)?
[ ] Who owns the workflows and accounts after handover?
[ ] Monthly running costs (tools + AI usage) estimate?
[ ] Support and change requests after launch?

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