AI workflow intake agent

Start with a guided workflow intake before booking a call or paying.

Answer a few practical questions about one repeated service-business workflow. The intake sends a limited, sanitized summary to an AI model, then returns readiness, what to gather next, and whether a $299 Payback Map audit is likely useful.

The intake does not collect payment, book calls, or ask for secrets. If the AI service is unavailable, the page falls back to a local readiness rubric.

What you get in minutes

  • Best workflow to map first
  • Readiness signal and missing information
  • Data-safety reminder before sharing examples
  • Recommended next step: gather notes, ask questions, or request the audit
No passwords. No private customer lists.Use redacted examples only.

Before you answer

Use safe, redacted workflow notes only.

The intake sends only the fields on this page to the AI model for assessment. Keep examples redacted and do not paste production secrets or private customer details.

Do share

Workflow type, rough volume, tools involved, owner time, delays, rework, and what a person must approve.

Do not share

Passwords, API keys, billing data, private customer lists, regulated details, addresses, phone numbers, or sensitive notes.

What happens next

The result tells you whether to gather more examples, ask for a scoping conversation, or prepare for a paid Payback Map audit.

Start the intake

Tell the intake agent about one workflow.

Keep it rough. The goal is to decide whether there is enough signal for a useful Payback Map, not to produce a perfect process document.

Readiness signals
Follow-on fit signals

After the intake

The agent points to one of three next steps.

Ready for a Payback Map

You have a repeated workflow, enough volume, clear pain, safe examples, and a human-review boundary. The next step is scope confirmation and payment before the 72-hour audit window starts.

Gather a little more first

You may need examples, rough volume, tool details, or approval rules before paying for the audit. The intake result lists what to collect.