Pre-audit artifact · professional brief · local only

Build the brief before the systems audit.

This is not an AI score quiz. It is a structured pre-call builder that turns a messy workflow into a clean audit packet: context, loops, evidence, boundaries, and the decision the call needs to make.

Privacy: this v0 runs in the browser and does not submit anything automatically. Do not enter passwords, client secrets, protected health/financial/legal information, API keys, or anything that should not be discussed in a normal discovery call.

Source Material

Part 01 / 04 · Work

local only

What is the work?

Describe the real operating context. The goal is to give the audit enough texture to avoid generic advice.

Name / business What do you do, in plain language? Who do you serve, and what do they rely on you for?

Where does the loop repeat?

Choose the workflow lane that best anchors the audit. This does not route you into a canned recommendation; it helps the call start from the right operating loop.

Client intakeGetting context, files, requirements, or fit signals. Proposal / salesTurning interest into scope, price, or next action. DeliveryDoing the work, reviews, handoff, or quality checks. Decision supportChoosing, prioritizing, diagnosing, or explaining options.

What repeats every week? Where does it get messy, slow, or dependent on memory?

What evidence should shape the audit?

Good systems are designed from real examples. This section turns the call into diagnosis instead of brainstorming.

Current tools and surfaces Examples you can bring to the call If one part became 30–50% easier, what would actually matter?

What should stay human?

A serious AI audit names the boundary before recommending tools.

What information or decisions should AI/tools not touch?

Best call outcome

Timeline pressure

Audit Packet

live draft · copy when ready

packet draft

Pre-call dossier · source packet

Audit Packet

Needs source material

A clean packet for the human audit: what the business does, where the workflow repeats, what evidence to review, and what should stay out of AI.

ClientUnnamed

Primary loopClient intake / onboarding

Call goalClear diagnosis

01 · Context

Describe the work and audience to establish context.

02 · Operating loop

Name the recurring loop and where it breaks down.

03 · Source evidence

Add examples, current tools, or screenshots that would make the audit concrete.

04 · Human boundary

Name what should stay human or out of AI/tools.

05 · Questions for the audit

Add source material to generate call-prep questions.

06 · Decision frame

The call should decide the smallest useful next step, not brainstorm forever.

Open email draft Book audit

This artifact does not diagnose you. It prepares the source material so the audit can be sharper, faster, and more useful.