What information do I need to provide to get an accurate automation proposal?

To help us create an accurate automation proposal, share as much detail as you can about the process, tools, goals, and any constraints. The more context you provide upfront, the faster we can recommend the right solution, estimate scope, and identify integration or setup considerations.

What to include in your request

Please include the following information when you contact Agent Co-Pilot about an automation project:

• A brief description of the process you want to automate
• The tools, systems, or platforms involved
• Your current workflow steps, including any manual handoffs
• The main pain points or bottlenecks you want to solve
• Your goals, success metrics, and desired outcomes
• Any deadlines, launch dates, or timing requirements
• Whether you need a one-time build or ongoing managed support
• Any approval steps, human review requirements, or exception handling rules
• Any data handling, security, or compliance requirements

Why this information matters

This information helps us understand the full scope of your automation needs. It also lets us spot integration dependencies, process risks, and opportunities to simplify the workflow before implementation begins.

How we use your details

1. We review your process and identify the best automation approach.
2. We estimate the scope, effort, and any required integrations or setup.
3. We recommend whether a one-time build or managed support is the better fit.
4. We outline next steps and any questions needed before work begins.

Tips for a faster proposal

• Share screenshots, sample documents, or a short screen recording if available.
• List the systems involved, including any login or access constraints.
• Note any edge cases, exceptions, or approval paths that the workflow must handle.
• Tell us what success looks like so we can align the proposal to your goals.

If you are not sure what to send

If you do not have every detail ready, send what you know and we will help fill in the gaps. A short description of the process, the tools involved, and the outcome you want is enough to get started.

Next step

Once we have your details, Agent Co-Pilot can recommend the right solution, estimate the scope, and highlight any integration or setup considerations before implementation.