What Information Is Required to Start an AI Automation Project?

Before development begins, RapidBizz needs to understand the business process you want to automate.

Please provide applicable information such as:

  • Current business process
  • Problem you want to solve
  • Tasks currently performed manually
  • Expected automated workflow
  • Users involved
  • Existing software/systems
  • CRM or ERP information
  • Website information
  • Communication channels
  • APIs available
  • Database information
  • Required integrations
  • Example enquiries or workflows
  • Documents/data the AI may need
  • Expected output
  • Security/access requirements

Describe the Current Process

A useful starting point is:

What happens now → Who performs it → What systems are used → What should happen automatically.

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