# Office Automation Audit — Intake Template

Use this template to describe **one** real workflow (Outlook / Excel / Office), so we can turn it into 1–3 concrete automation ideas without an IT project.

## 1) Workflow (start → finish)
- Start trigger:
- Steps (bullet list):
- Finish / outcome:

## 2) Inputs
- What comes in? (emails, attachments, Excel exports, PDFs, systems)
- Where does it live? (Outlook folder, SharePoint, local drive, ERP)

## 3) Outputs
- What must be produced? (email reply, report, cleaned CSV, invoice batch, dashboard)
- Who consumes it?

## 4) Frequency / volume
- How often? (daily / weekly / monthly)
- How many items per run? (emails, rows, invoices, files)

## 5) Pain (numbers)
- Minutes per run:
- Runs per week:
- Typical errors / rework:
- Business risk (missed deadlines, wrong numbers, compliance):

## 6) Constraints
- “No cloud” requirement? (yes/no)
- Tools allowed (Excel, Outlook, Power Automate, Python, etc.):
- Approval gates / IT involvement:

## 7) Definition of done
- What is “done” in measurable terms? (e.g., “from 2h → 10 min”, “0 copy/paste”, “same output format”)

## Paid next step
Office Automation Audit (EUR 149): https://aistudioxyz.com/downloads#automation-audit