Discovery Intake Form

Fill this in directly — no markdown, no special software. When done, use "Export my answers" below to get a plain-text copy to send back, or "Print / Save as PDF" for a printable copy.

A — Quick Triage

Five minutes, before anything else.

Client / business name Industry One-line description of what you want Which service does this sound like?

AI Systems Software Systems Automation & Workflows Not sure yet

Please check any that apply

I expect this to run fully on its own, with no review step

This needs to handle many people at once, in real time

I don't have a concrete example of this work to share yet

If you checked any box above: that's okay — it just means we'll talk it through before scoping anything. No need to change your answers.

B — The Repeating Process

What starts one "run" of this? (a new lead, a weekly deadline, an email arriving) How often does this happen? Walk through one run, step by step (one step per line) Where do you currently stop and check something by hand?

Becomes: the project's CONTEXT.md description and stage names.

C — Inputs

What format does the raw input arrive in? Paste or describe one real example input Structured fields in that input

Field name	Type	Always present?	Example value

Becomes: stages/01_ingest/CONTEXT.md and the ingest parsing logic.

D — The Output / Deliverable

What does "done" look like, exactly? Paste or describe one example of an ideal past output, if you have one Format? Structured fields the output needs

Field name	Type	Required?	Example value

Becomes: _shared/schema.json and _shared/instructions.md.

E — Approval & Governance

Who actually approves a draft before it's final? (name/role) What would make them reject a draft? Be specific. How fast do you need turnaround, realistically?

Becomes: _shared/identity.md's guardrails and the named approval authority.

F — Environment & Constraints

Any compliance or data-sensitivity concerns? Where should this run — your machine, ours, a shared server? Which way do you prefer to work with it?

Desktop app Code editor / IDE Terminal / CLI