Find the safest first AI workflow before investing in AI agents or automation.
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Summarizes the supplied business context, including customer, offer, workflow, goals, constraints, readiness signals, missing information, and confidence.
Any additional context the user wants considered in the review.
Core product, service, package, or outcome the business sells.
AI or automation idea the user is considering.
Approximate team size and key roles involved in the workflow.
Desired business or workflow outcome over the next 90 days.
Known constraints such as budget, team capacity, tools, timeline, compliance needs, or data access.
Current business goal the user wants the review to support.
Type of business, such as ecommerce, SaaS, consulting, agency, local service, or solo business.
How the business earns revenue, such as projects, retainers, subscriptions, services, or products.
Concerns related to customer trust, brand reputation, legal exposure, sensitive data, or quality control.
Main business or workflow problem the user wants to solve.
Primary customer segment or buyer the business serves.
How the relevant workflow currently works, including manual steps, tools, handoffs, and review points.
Summarizes the supplied business context, including customer, offer, workflow, goals, constraints, readiness signals, missing information, and confidence.
| Argument | Type | Description |
|---|---|---|
| notes | string | Any additional context the user wants considered in the review. |
| offer | string | Core product, service, package, or outcome the business sells. |
| aiIdea | string | AI or automation idea the user is considering. |
| teamSize | string | Approximate team size and key roles involved in the workflow. |
| goal90Days | string | Desired business or workflow outcome over the next 90 days. |
| constraints | array | Known constraints such as budget, team capacity, tools, timeline, compliance needs, or data access. |
| currentGoal | string | Current business goal the user wants the review to support. |
| businessType | string | Type of business, such as ecommerce, SaaS, consulting, agency, local service, or solo business. |
| revenueModel | string | How the business earns revenue, such as projects, retainers, subscriptions, services, or products. |
| riskConcerns | string | Concerns related to customer trust, brand reputation, legal exposure, sensitive data, or quality control. |
| currentProblem | string | Main business or workflow problem the user wants to solve. |
| targetCustomer | string | Primary customer segment or buyer the business serves. |
| currentWorkflow | string | How the relevant workflow currently works, including manual steps, tools, handoffs, and review points. |
{
"type": "object",
"$schema": "http://json-schema.org/draft-07/schema#",
"properties": {
"notes": {
"type": "string",
"description": "Any additional context the user wants considered in the review."
},
"offer": {
"type": "string",
"description": "Core product, service, package, or outcome the business sells."
},
"aiIdea": {
"type": "string",
"description": "AI or automation idea the user is considering."
},
"teamSize": {
"type": "string",
"description": "Approximate team size and key roles involved in the workflow."
},
"goal90Days": {
"type": "string",
"description": "Desired business or workflow outcome over the next 90 days."
},
"constraints": {
"type": "array",
"items": {
"type": "string"
},
"description": "Known constraints such as budget, team capacity, tools, timeline, compliance needs, or data access."
},
"currentGoal": {
"type": "string",
"description": "Current business goal the user wants the review to support."
},
"businessType": {
"type": "string",
"description": "Type of business, such as ecommerce, SaaS, consulting, agency, local service, or solo business."
},
"revenueModel": {
"type": "string",
"description": "How the business earns revenue, such as projects, retainers, subscriptions, services, or products."
},
"riskConcerns": {
"type": "string",
"description": "Concerns related to customer trust, brand reputation, legal exposure, sensitive data, or quality control."
},
"currentProblem": {
"type": "string",
"description": "Main business or workflow problem the user wants to solve."
},
"targetCustomer": {
"type": "string",
"description": "Primary customer segment or buyer the business serves."
},
"currentWorkflow": {
"type": "string",
"description": "How the relevant workflow currently works, including manual steps, tools, handoffs, and review points."
}
}
}Reviews a proposed AI workflow for human review needs, data boundaries, quality controls, escalation triggers, unsafe automation risks, and confidence.
| Argument | Type | Description |
|---|---|---|
| aiIdea | string | Specific AI or automation idea the user is considering. |
| businessType | string | Type of business being reviewed. |
| riskConcerns | string | Known concerns about customer trust, brand risk, compliance, money, privacy, or quality control. |
| workflowIdea | string | AI workflow or agent idea to assess for trust and control risk. |
| canAffectMoney | boolean | Whether the workflow can influence pricing, refunds, payments, scope, or financial decisions. |
| currentProblem | string | Main business or workflow problem the user wants to solve. |
| customerFacing | boolean | Whether the workflow directly affects customers or customer-facing messages. |
| currentControls | string | Existing review, approval, QA, escalation, or monitoring controls. |
Evaluates candidate AI workflow ideas for business value, implementation readiness, repeatability, trust/control risk, warnings, and missing information.
| Argument | Type | Description |
|---|---|---|
| aiIdea | string | Specific AI or automation idea the user wants evaluated. |
| businessType | string | Type of business being reviewed. |
| riskConcerns | string | Concerns about customer trust, brand risk, money, privacy, compliance, or quality control. |
| currentProblem | string | Main problem the AI opportunities should help solve. |
| businessContext | string | Short description of the business, customers, offer, and current operating context. |
| currentWorkflow | string | Current workflow before AI or automation. |
| candidateUseCases | array | Candidate AI workflow ideas to evaluate. |
{
"type": "object",
"$schema": "http://json-schema.org/draft-07/schema#",
"properties": {
"aiIdea": {
"type": "string",
"description": "Specific AI or automation idea the user wants evaluated."
},
"businessType": {
"type": "string",
"description": "Type of business being reviewed."
},
"riskConcerns": {
"type": "string",
"description": "Concerns about customer trust, brand risk, money, privacy, compliance, or quality control."
},
"currentProblem": {
"type": "string",
"description": "Main problem the AI opportunities should help solve."
},
"businessContext": {
"type": "string",
"description": "Short description of the business, customers, offer, and current operating context."
},
"currentWorkflow": {
"type": "string",
"description": "Current workflow before AI or automation."
},
"candidateUseCases": {
"type": "array",
"items": {
"anyOf": [
{
"type": "string",
"description": "Short free-text description of an AI use case the user is considering."
},
{
"type": "object",
"required": [
"name",
"description"
],
"properties": {
"name": {
"type": "string",
"description": "Short name of the candidate AI use case."
},
"description": {
"type": "string",
"description": "What the candidate use case would do."
},
"riskIfWrong": {
"type": "string",
"description": "What could go wrong if the AI output or action is incorrect."
},
"availableData": {
"type": "string",
"description": "Data, examples, documents, or systems available to support the use case."
},
"customerFacing": {
"type": "boolean",
"description": "Whether the use case affects customers directly."
},
"expectedImpact": {
"type": "string",
"description": "Expected business impact if the use case works well."
},
"currentControls": {
"type": "string",
"description": "Existing human review, approval, QA, or escalation controls."
}
}
}
]
},
"description": "Candidate AI workflow ideas to evaluate."
}
}
}Creates a structured public-safe markdown and JSON intake packet with business context, findings, risks, recommended workflow, missing information, and confidence.
| Argument | Type | Description |
|---|---|---|
| notes | string | Any additional context the user wants considered in the review. |
| offer | string | Core product, service, package, or outcome the business sells. |
| aiIdea | string | AI or automation idea the user is considering. |
| teamSize | string | Approximate team size and key roles involved in the workflow. |
| userNotes | string | Additional notes the user wants included in the intake packet. |
| goal90Days | string | Desired business or workflow outcome over the next 90 days. |
| constraints | array | Known constraints such as budget, team capacity, tools, timeline, compliance needs, or data access. |
| currentGoal | string | Current business goal the user wants the review to support. |
Generates a public-safe mini business system review with snapshot, bottlenecks, opportunities, risks, first workflow, next step, missing information, and confidence.
| Argument | Type | Description |
|---|---|---|
| notes | string | Any additional context the user wants considered in the review. |
| offer | string | Core product, service, package, or outcome the business sells. |
| risks | array | Known trust, control, customer, or implementation risks to include. |
| aiIdea | string | AI or automation idea the user is considering. |
| nextStep | string | Existing next-step recommendation to include or refine. |
| teamSize | string | Approximate team size and key roles involved in the workflow. |
| confidence | string | Optional confidence level to carry into the report. |
| goal90Days | string | Desired business or workflow outcome over the next 90 days. |
| bottlenecks |
Identifies likely revenue, operations, customer experience, and trust/control bottlenecks from the supplied business context and returns a public-safe summary.
| Argument | Type | Description |
|---|---|---|
| aiIdea | string | Optional AI or automation idea the user is considering. |
| metrics | string | Known metrics such as response time, conversion, close rate, cycle time, churn, cost, or error rate. |
| businessType | string | Type of business being reviewed. |
| riskConcerns | string | Concerns about customer trust, brand risk, money, privacy, compliance, or quality control. |
| currentProblem | string | Main problem or bottleneck the user suspects. |
| teamPainPoints | string | Internal pain points such as repetitive work, slow handoffs, rework, or unclear ownership. |
| businessContext | string | Short description of the business model, customers, offer, team, and operating context. |
| currentWorkflow | string | Current workflow steps, handoffs, tools, and review points. |
Maps customer-facing workflow stages, trust-sensitive moments, automation-safe areas, human-critical areas, missing information, and confidence.
| Argument | Type | Description |
|---|---|---|
| aiIdea | string | AI or automation idea that may affect customer touchpoints. |
| touchpoints | array | Specific customer-facing moments, handoffs, or interactions to review. |
| businessType | string | Type of business being reviewed. |
| riskConcerns | string | Concerns about trust, customer experience, brand reputation, privacy, or quality control. |
| salesProcess | string | How leads are qualified, sold, and converted before delivery begins. |
| currentProblem | string | Main customer journey or workflow problem the user wants to solve. |
| supportProcess | string | How customer questions, issues, tickets, or requests are handled. |
| currentWorkflow | string | Current workflow steps, tools, owners, and handoffs. |
Recommends the safest narrow AI-human workflow to implement first, including roles, review rules, escalation rules, success metrics, and missing information.
| Argument | Type | Description |
|---|---|---|
| notes | string | Any additional context the user wants considered in the review. |
| offer | string | Core product, service, package, or outcome the business sells. |
| risks | array | Known risks or control concerns that should shape the workflow design. |
| aiIdea | string | AI or automation idea the user is considering. |
| teamSize | string | Approximate team size and key roles involved in the workflow. |
| goal90Days | string | Desired business or workflow outcome over the next 90 days. |
| bottlenecks | array | Known or suspected bottlenecks the first workflow should address. |
| constraints | array | Known constraints such as budget, team capacity, tools, timeline, compliance needs, or data access. |
Recommends a practical next-step category based on business goal, workflow complexity, implementation readiness, risk level, preferences, and missing information.
| Argument | Type | Description |
|---|---|---|
| notes | string | Any additional context the user wants considered in the review. |
| offer | string | Core product, service, package, or outcome the business sells. |
| aiIdea | string | AI or automation idea the user is considering. |
| teamSize | string | Approximate team size and key roles involved in the workflow. |
| timeline | string | Desired timeline for review, documentation, pilot, or implementation. |
| userGoal | string | Goal the user wants the next step to support. |
| readiness | string | Simplified readiness level if already known. |
| riskLevel | string | Estimated risk level or uncertainty for the workflow. |
| goal90Days | string |
| currentWorkflow | string | Current workflow before AI or automation. |
| proposedWorkflow | string | Proposed workflow design, including what AI would do and what humans would review. |
| usesSensitiveData | boolean | Whether the workflow may use private, regulated, or sensitive business/customer data. |
| canAffectBrandTrust | boolean | Whether the workflow can affect brand reputation, customer expectations, or public trust. |
| requiresExpertJudgment | boolean | Whether the workflow needs professional, strategic, legal, financial, HR, or domain judgment. |
{
"type": "object",
"$schema": "http://json-schema.org/draft-07/schema#",
"properties": {
"aiIdea": {
"type": "string",
"description": "Specific AI or automation idea the user is considering."
},
"businessType": {
"type": "string",
"description": "Type of business being reviewed."
},
"riskConcerns": {
"type": "string",
"description": "Known concerns about customer trust, brand risk, compliance, money, privacy, or quality control."
},
"workflowIdea": {
"type": "string",
"description": "AI workflow or agent idea to assess for trust and control risk."
},
"canAffectMoney": {
"type": "boolean",
"description": "Whether the workflow can influence pricing, refunds, payments, scope, or financial decisions."
},
"currentProblem": {
"type": "string",
"description": "Main business or workflow problem the user wants to solve."
},
"customerFacing": {
"type": "boolean",
"description": "Whether the workflow directly affects customers or customer-facing messages."
},
"currentControls": {
"type": "string",
"description": "Existing review, approval, QA, escalation, or monitoring controls."
},
"currentWorkflow": {
"type": "string",
"description": "Current workflow before AI or automation."
},
"proposedWorkflow": {
"type": "string",
"description": "Proposed workflow design, including what AI would do and what humans would review."
},
"usesSensitiveData": {
"type": "boolean",
"description": "Whether the workflow may use private, regulated, or sensitive business/customer data."
},
"canAffectBrandTrust": {
"type": "boolean",
"description": "Whether the workflow can affect brand reputation, customer expectations, or public trust."
},
"requiresExpertJudgment": {
"type": "boolean",
"description": "Whether the workflow needs professional, strategic, legal, financial, HR, or domain judgment."
}
}
}| riskSummary |
| object |
| Structured trust and control risk findings from a prior tool result. |
| businessType | string | Type of business, such as ecommerce, SaaS, consulting, agency, local service, or solo business. |
| revenueModel | string | How the business earns revenue, such as projects, retainers, subscriptions, services, or products. |
| riskConcerns | string | Concerns related to customer trust, brand reputation, legal exposure, sensitive data, or quality control. |
| touchpointMap | object | Structured customer touchpoint map from a prior tool result. |
| currentProblem | string | Main business or workflow problem the user wants to solve. |
| targetCustomer | string | Primary customer segment or buyer the business serves. |
| businessContext | object | Structured business context from a prior tool result or user notes. |
| currentWorkflow | string | How the relevant workflow currently works, including manual steps, tools, handoffs, and review points. |
| bottleneckSummary | object | Structured bottleneck findings from a prior tool result. |
| preferredNextStep | string | Preferred next-step category or support style to include in the packet. |
| opportunitySummary | object | Structured AI opportunity findings from a prior tool result. |
| recommendedNextStep | object | Structured next-step recommendation from a prior tool result. |
| recommendedWorkflow | object | Structured first workflow recommendation from a prior tool result. |
{
"type": "object",
"$schema": "http://json-schema.org/draft-07/schema#",
"properties": {
"notes": {
"type": "string",
"description": "Any additional context the user wants considered in the review."
},
"offer": {
"type": "string",
"description": "Core product, service, package, or outcome the business sells."
},
"aiIdea": {
"type": "string",
"description": "AI or automation idea the user is considering."
},
"teamSize": {
"type": "string",
"description": "Approximate team size and key roles involved in the workflow."
},
"userNotes": {
"type": "string",
"description": "Additional notes the user wants included in the intake packet."
},
"goal90Days": {
"type": "string",
"description": "Desired business or workflow outcome over the next 90 days."
},
"constraints": {
"type": "array",
"items": {
"type": "string"
},
"description": "Known constraints such as budget, team capacity, tools, timeline, compliance needs, or data access."
},
"currentGoal": {
"type": "string",
"description": "Current business goal the user wants the review to support."
},
"riskSummary": {
"type": "object",
"description": "Structured trust and control risk findings from a prior tool result.",
"propertyNames": {
"type": "string"
},
"additionalProperties": {}
},
"businessType": {
"type": "string",
"description": "Type of business, such as ecommerce, SaaS, consulting, agency, local service, or solo business."
},
"revenueModel": {
"type": "string",
"description": "How the business earns revenue, such as projects, retainers, subscriptions, services, or products."
},
"riskConcerns": {
"type": "string",
"description": "Concerns related to customer trust, brand reputation, legal exposure, sensitive data, or quality control."
},
"touchpointMap": {
"type": "object",
"description": "Structured customer touchpoint map from a prior tool result.",
"propertyNames": {
"type": "string"
},
"additionalProperties": {}
},
"currentProblem": {
"type": "string",
"description": "Main business or workflow problem the user wants to solve."
},
"targetCustomer": {
"type": "string",
"description": "Primary customer segment or buyer the business serves."
},
"businessContext": {
"type": "object",
"description": "Structured business context from a prior tool result or user notes.",
"propertyNames": {
"type": "string"
},
"additionalProperties": {}
},
"currentWorkflow": {
"type": "string",
"description": "How the relevant workflow currently works, including manual steps, tools, handoffs, and review points."
},
"bottleneckSummary": {
"type": "object",
"description": "Structured bottleneck findings from a prior tool result.",
"propertyNames": {
"type": "string"
},
"additionalProperties": {}
},
"preferredNextStep": {
"type": "string",
"description": "Preferred next-step category or support style to include in the packet."
},
"opportunitySummary": {
"type": "object",
"description": "Structured AI opportunity findings from a prior tool result.",
"propertyNames": {
"type": "string"
},
"additionalProperties": {}
},
"recommendedNextStep": {
"type": "object",
"description": "Structured next-step recommendation from a prior tool result.",
"propertyNames": {
"type": "string"
},
"additionalProperties": {}
},
"recommendedWorkflow": {
"type": "object",
"description": "Structured first workflow recommendation from a prior tool result.",
"propertyNames": {
"type": "string"
},
"additionalProperties": {}
}
}
}| array |
| Known bottlenecks to include in the mini review. |
| constraints | array | Known constraints such as budget, team capacity, tools, timeline, compliance needs, or data access. |
| currentGoal | string | Current business goal the user wants the review to support. |
| businessType | string | Type of business, such as ecommerce, SaaS, consulting, agency, local service, or solo business. |
| revenueModel | string | How the business earns revenue, such as projects, retainers, subscriptions, services, or products. |
| riskConcerns | string | Concerns related to customer trust, brand reputation, legal exposure, sensitive data, or quality control. |
| opportunities | array | Known AI opportunities to include in the mini review. |
| currentProblem | string | Main business or workflow problem the user wants to solve. |
| targetCustomer | string | Primary customer segment or buyer the business serves. |
| currentWorkflow | string | How the relevant workflow currently works, including manual steps, tools, handoffs, and review points. |
| businessSnapshot | string | Existing business snapshot to include or refine in the mini review. |
| preferredNextStep | string | User preference for self-guided, diagnostic, documentation, build, or review support. |
| recommendedWorkflow | string | Existing first workflow recommendation to include or refine. |
{
"type": "object",
"$schema": "http://json-schema.org/draft-07/schema#",
"properties": {
"notes": {
"type": "string",
"description": "Any additional context the user wants considered in the review."
},
"offer": {
"type": "string",
"description": "Core product, service, package, or outcome the business sells."
},
"risks": {
"type": "array",
"items": {
"type": "string"
},
"description": "Known trust, control, customer, or implementation risks to include."
},
"aiIdea": {
"type": "string",
"description": "AI or automation idea the user is considering."
},
"nextStep": {
"type": "string",
"description": "Existing next-step recommendation to include or refine."
},
"teamSize": {
"type": "string",
"description": "Approximate team size and key roles involved in the workflow."
},
"confidence": {
"enum": [
"low",
"medium",
"high"
],
"type": "string",
"description": "Optional confidence level to carry into the report."
},
"goal90Days": {
"type": "string",
"description": "Desired business or workflow outcome over the next 90 days."
},
"bottlenecks": {
"type": "array",
"items": {
"type": "string"
},
"description": "Known bottlenecks to include in the mini review."
},
"constraints": {
"type": "array",
"items": {
"type": "string"
},
"description": "Known constraints such as budget, team capacity, tools, timeline, compliance needs, or data access."
},
"currentGoal": {
"type": "string",
"description": "Current business goal the user wants the review to support."
},
"businessType": {
"type": "string",
"description": "Type of business, such as ecommerce, SaaS, consulting, agency, local service, or solo business."
},
"revenueModel": {
"type": "string",
"description": "How the business earns revenue, such as projects, retainers, subscriptions, services, or products."
},
"riskConcerns": {
"type": "string",
"description": "Concerns related to customer trust, brand reputation, legal exposure, sensitive data, or quality control."
},
"opportunities": {
"type": "array",
"items": {
"type": "string"
},
"description": "Known AI opportunities to include in the mini review."
},
"currentProblem": {
"type": "string",
"description": "Main business or workflow problem the user wants to solve."
},
"targetCustomer": {
"type": "string",
"description": "Primary customer segment or buyer the business serves."
},
"currentWorkflow": {
"type": "string",
"description": "How the relevant workflow currently works, including manual steps, tools, handoffs, and review points."
},
"businessSnapshot": {
"type": "string",
"description": "Existing business snapshot to include or refine in the mini review."
},
"preferredNextStep": {
"type": "string",
"description": "User preference for self-guided, diagnostic, documentation, build, or review support."
},
"recommendedWorkflow": {
"type": "string",
"description": "Existing first workflow recommendation to include or refine."
}
}
}| customerComplaints | string | Known customer complaints, friction points, refunds, or support issues. |
{
"type": "object",
"$schema": "http://json-schema.org/draft-07/schema#",
"properties": {
"aiIdea": {
"type": "string",
"description": "Optional AI or automation idea the user is considering."
},
"metrics": {
"type": "string",
"description": "Known metrics such as response time, conversion, close rate, cycle time, churn, cost, or error rate."
},
"businessType": {
"type": "string",
"description": "Type of business being reviewed."
},
"riskConcerns": {
"type": "string",
"description": "Concerns about customer trust, brand risk, money, privacy, compliance, or quality control."
},
"currentProblem": {
"type": "string",
"description": "Main problem or bottleneck the user suspects."
},
"teamPainPoints": {
"type": "string",
"description": "Internal pain points such as repetitive work, slow handoffs, rework, or unclear ownership."
},
"businessContext": {
"type": "string",
"description": "Short description of the business model, customers, offer, team, and operating context."
},
"currentWorkflow": {
"type": "string",
"description": "Current workflow steps, handoffs, tools, and review points."
},
"customerComplaints": {
"type": "string",
"description": "Known customer complaints, friction points, refunds, or support issues."
}
}
}| customerJourney | array | Known customer journey stages from first contact through retention. |
| deliveryProcess | string | How the business delivers the offer or service after onboarding. |
| recoveryProcess | string | How complaints, refunds, exceptions, or service recovery are handled. |
| retentionProcess | string | How renewals, repeat purchases, referrals, or ongoing customer value are managed. |
| onboardingProcess | string | How new customers are welcomed, scoped, educated, or set up. |
{
"type": "object",
"$schema": "http://json-schema.org/draft-07/schema#",
"properties": {
"aiIdea": {
"type": "string",
"description": "AI or automation idea that may affect customer touchpoints."
},
"touchpoints": {
"type": "array",
"items": {
"type": "string"
},
"description": "Specific customer-facing moments, handoffs, or interactions to review."
},
"businessType": {
"type": "string",
"description": "Type of business being reviewed."
},
"riskConcerns": {
"type": "string",
"description": "Concerns about trust, customer experience, brand reputation, privacy, or quality control."
},
"salesProcess": {
"type": "string",
"description": "How leads are qualified, sold, and converted before delivery begins."
},
"currentProblem": {
"type": "string",
"description": "Main customer journey or workflow problem the user wants to solve."
},
"supportProcess": {
"type": "string",
"description": "How customer questions, issues, tickets, or requests are handled."
},
"currentWorkflow": {
"type": "string",
"description": "Current workflow steps, tools, owners, and handoffs."
},
"customerJourney": {
"type": "array",
"items": {
"type": "string"
},
"description": "Known customer journey stages from first contact through retention."
},
"deliveryProcess": {
"type": "string",
"description": "How the business delivers the offer or service after onboarding."
},
"recoveryProcess": {
"type": "string",
"description": "How complaints, refunds, exceptions, or service recovery are handled."
},
"retentionProcess": {
"type": "string",
"description": "How renewals, repeat purchases, referrals, or ongoing customer value are managed."
},
"onboardingProcess": {
"type": "string",
"description": "How new customers are welcomed, scoped, educated, or set up."
}
}
}| currentGoal |
| string |
| Current business goal the user wants the review to support. |
| businessType | string | Type of business, such as ecommerce, SaaS, consulting, agency, local service, or solo business. |
| revenueModel | string | How the business earns revenue, such as projects, retainers, subscriptions, services, or products. |
| riskConcerns | string | Concerns related to customer trust, brand reputation, legal exposure, sensitive data, or quality control. |
| opportunities | array | AI opportunities already identified or under consideration. |
| currentProblem | string | Main business or workflow problem the user wants to solve. |
| targetCustomer | string | Primary customer segment or buyer the business serves. |
| currentWorkflow | string | How the relevant workflow currently works, including manual steps, tools, handoffs, and review points. |
{
"type": "object",
"$schema": "http://json-schema.org/draft-07/schema#",
"properties": {
"notes": {
"type": "string",
"description": "Any additional context the user wants considered in the review."
},
"offer": {
"type": "string",
"description": "Core product, service, package, or outcome the business sells."
},
"risks": {
"type": "array",
"items": {
"type": "string"
},
"description": "Known risks or control concerns that should shape the workflow design."
},
"aiIdea": {
"type": "string",
"description": "AI or automation idea the user is considering."
},
"teamSize": {
"type": "string",
"description": "Approximate team size and key roles involved in the workflow."
},
"goal90Days": {
"type": "string",
"description": "Desired business or workflow outcome over the next 90 days."
},
"bottlenecks": {
"type": "array",
"items": {
"type": "string"
},
"description": "Known or suspected bottlenecks the first workflow should address."
},
"constraints": {
"type": "array",
"items": {
"type": "string"
},
"description": "Known constraints such as budget, team capacity, tools, timeline, compliance needs, or data access."
},
"currentGoal": {
"type": "string",
"description": "Current business goal the user wants the review to support."
},
"businessType": {
"type": "string",
"description": "Type of business, such as ecommerce, SaaS, consulting, agency, local service, or solo business."
},
"revenueModel": {
"type": "string",
"description": "How the business earns revenue, such as projects, retainers, subscriptions, services, or products."
},
"riskConcerns": {
"type": "string",
"description": "Concerns related to customer trust, brand reputation, legal exposure, sensitive data, or quality control."
},
"opportunities": {
"type": "array",
"items": {
"type": "string"
},
"description": "AI opportunities already identified or under consideration."
},
"currentProblem": {
"type": "string",
"description": "Main business or workflow problem the user wants to solve."
},
"targetCustomer": {
"type": "string",
"description": "Primary customer segment or buyer the business serves."
},
"currentWorkflow": {
"type": "string",
"description": "How the relevant workflow currently works, including manual steps, tools, handoffs, and review points."
}
}
}| Desired business or workflow outcome over the next 90 days. |
| preference | string | User's preferred support style. |
| constraints | array | Known constraints such as budget, team capacity, tools, timeline, compliance needs, or data access. |
| currentGoal | string | Current business goal the user wants the review to support. |
| businessType | string | Type of business, such as ecommerce, SaaS, consulting, agency, local service, or solo business. |
| revenueModel | string | How the business earns revenue, such as projects, retainers, subscriptions, services, or products. |
| riskConcerns | string | Concerns related to customer trust, brand reputation, legal exposure, sensitive data, or quality control. |
| currentProblem | string | Main business or workflow problem the user wants to solve. |
| targetCustomer | string | Primary customer segment or buyer the business serves. |
| currentWorkflow | string | How the relevant workflow currently works, including manual steps, tools, handoffs, and review points. |
| wantsDoneForYou | boolean | Whether the user prefers implementation support rather than self-guided work. |
| wantsSelfGuided | boolean | Whether the user prefers self-guided resources or templates. |
| problemComplexity | string | Estimated complexity of the business or workflow problem. |
| hasExistingAutomation | boolean | Whether the business already has automation or AI workflows in place. |
| implementationReadiness | string | How ready the business appears for implementation. |
{
"type": "object",
"$schema": "http://json-schema.org/draft-07/schema#",
"properties": {
"notes": {
"type": "string",
"description": "Any additional context the user wants considered in the review."
},
"offer": {
"type": "string",
"description": "Core product, service, package, or outcome the business sells."
},
"aiIdea": {
"type": "string",
"description": "AI or automation idea the user is considering."
},
"teamSize": {
"type": "string",
"description": "Approximate team size and key roles involved in the workflow."
},
"timeline": {
"type": "string",
"description": "Desired timeline for review, documentation, pilot, or implementation."
},
"userGoal": {
"type": "string",
"description": "Goal the user wants the next step to support."
},
"readiness": {
"enum": [
"low",
"medium",
"high"
],
"type": "string",
"description": "Simplified readiness level if already known."
},
"riskLevel": {
"enum": [
"low",
"medium",
"high",
"unknown"
],
"type": "string",
"description": "Estimated risk level or uncertainty for the workflow."
},
"goal90Days": {
"type": "string",
"description": "Desired business or workflow outcome over the next 90 days."
},
"preference": {
"enum": [
"self_guided",
"done_for_you",
"unsure"
],
"type": "string",
"description": "User's preferred support style."
},
"constraints": {
"type": "array",
"items": {
"type": "string"
},
"description": "Known constraints such as budget, team capacity, tools, timeline, compliance needs, or data access."
},
"currentGoal": {
"type": "string",
"description": "Current business goal the user wants the review to support."
},
"businessType": {
"type": "string",
"description": "Type of business, such as ecommerce, SaaS, consulting, agency, local service, or solo business."
},
"revenueModel": {
"type": "string",
"description": "How the business earns revenue, such as projects, retainers, subscriptions, services, or products."
},
"riskConcerns": {
"type": "string",
"description": "Concerns related to customer trust, brand reputation, legal exposure, sensitive data, or quality control."
},
"currentProblem": {
"type": "string",
"description": "Main business or workflow problem the user wants to solve."
},
"targetCustomer": {
"type": "string",
"description": "Primary customer segment or buyer the business serves."
},
"currentWorkflow": {
"type": "string",
"description": "How the relevant workflow currently works, including manual steps, tools, handoffs, and review points."
},
"wantsDoneForYou": {
"type": "boolean",
"description": "Whether the user prefers implementation support rather than self-guided work."
},
"wantsSelfGuided": {
"type": "boolean",
"description": "Whether the user prefers self-guided resources or templates."
},
"problemComplexity": {
"enum": [
"low",
"medium",
"high",
"unknown"
],
"type": "string",
"description": "Estimated complexity of the business or workflow problem."
},
"hasExistingAutomation": {
"type": "boolean",
"description": "Whether the business already has automation or AI workflows in place."
},
"implementationReadiness": {
"enum": [
"low",
"medium",
"high",
"unknown"
],
"type": "string",
"description": "How ready the business appears for implementation."
}
}
}