What happens during the discovery call for an automation project?

## IntroductionA discovery call is a short working session where we learn about your current process, tools, goals, and constraints before recommending an automation solution. For Agent Co-Pilot, this call helps us understand where automation can create the most value, where human oversight is needed, and what scope is realistic for your project.## What we cover during the discovery callDuring the call, we typically walk through your workflow step by step, identify bottlenecks and manual handoffs, confirm which systems need to connect, and discuss whether a fully automated or hybrid setup is the best fit.## What to expectThe discovery call is designed to be practical and outcome-focused. By the end of the session, you should have a clearer understanding of the recommended approach, likely timeline, and the information needed for a proposal.## Typical discovery call agenda<table><tr><th>Topic</th><th>What we review</th></tr><tr><td>Current workflow</td><td>How the process works today, step by step</td></tr><tr><td>Pain points</td><td>Where the workflow slows down, breaks, or requires manual work</td></tr><tr><td>Systems and tools</td><td>Which platforms, apps, or databases need to connect</td></tr><tr><td>Automation approach</td><td>Whether the best solution is full automation or a hybrid setup with human oversight</td></tr><tr><td>Scope and timeline</td><td>What the project may include and how long it may take</td></tr><tr><td>Proposal requirements</td><td>What information is needed to prepare a recommendation and quote</td></tr></table>## How to prepareTo make the call as useful as possible, come prepared with the following:<ul><li>A simple overview of the process you want to automate</li><li>The tools and systems currently involved</li><li>Examples of where the workflow breaks down or requires manual handoffs</li><li>Any constraints, such as compliance, approvals, or edge cases</li><li>Your goals for the project, such as time savings, reliability, or better visibility</li></ul>## Questions we may askWe may ask questions such as:<ul><li>What triggers the process today?</li><li>Who is involved at each step?</li><li>What data moves between systems?</li><li>What exceptions or errors happen most often?</li><li>What would success look like for your team?</li></ul>## After the discovery callAfter the call, we review the information shared and determine the recommended scope, implementation approach, and next steps. If needed, we may request additional details before sending a proposal.## Additional informationIf you are preparing for a discovery call with Agent Co-Pilot, focus on clarity over perfection. A simple process outline is usually enough to start the conversation and identify the best automation path.