Please Complete These Two Steps to Begin Your Automation Project

To begin building your automation, we need a full walkthrough of the process you'd like to automate. To make this easy, we’ve broken it into two simple steps:

✅ Step 1: Answer These Questions in Your Email Reply

Please reply to this email with your answers to the following questions. These help us understand the process in detail before reviewing your video.

First Name

Last Name

Email *

Phone *

Process Overview

What’s the name of this process? *

What is the goal or desired outcome? *

Why is this process important to your business? *

Step-by-Step Summary

What is the first action taken to start the process? *

What are the key steps (in order) from start to finish? *

When is the process considered “complete”? *

Tools & Systems

What apps, tools, or websites are used in this process? *

Are they web-based or desktop-based? *

Do any of the tools have open API access? *

Pain Points & Bottlenecks

What steps feel slow, repetitive, or error-prone? *

What improvements would you like to see? *

Frequency & Team

How often do you run this process? (daily, weekly, monthly) *

How long does it take on average? *

How many people are involved? *

Roles & Security

Who is the main point of contact for this process? *

Are there security or compliance concerns we should be aware of? *

Can you provide test logins or dummy data for us to work with? *

Other Notes

Does this process rely on any outside input (like emails, forms, or files)? *

Is there anything else we should know to fully understand the process? *

🎥 Step 2: Record Your Screen Walkthrough (Optional)

After sending your answers, please record a walkthrough video of the process. You’ll be walking us through the same steps you wrote about, but showing your screen while explaining it.

Use any screen recording tool you like (Zoom, Loom, Fathom, etc.). Just be sure to record your screen with audio, and upload the video as a shareable link (Loom, Google Drive, Dropbox, Zoom Cloud, etc.).

NOTE: This section is optional, but completing it will give us a clearer understanding of your process and allow us to provide a more detailed visual response.

In the video, please say and show:

The name and purpose of the process

The systems or tools you use (show each one clearly)

Each step, in real time, as you perform it

How you move data between systems (copy/paste, download/upload, API, etc.)

Any manual tasks, checks, or approvals you do

Any pain points or time-consuming steps

When the process is considered finished

Final Submission

Once both steps are done, just reply to this email with:

Step 1 – Make sure you answered the questions to the checklist

Step 2 – Add the link to your recorded process here 👇

If you have any questions or need help, feel free to reach out. We’re excited to get started and appreciate your time in helping us build the right automation for your business

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