# Workflow intake template workshop brief

Use this brief to run a structured intake session before starting AI delivery. The session should classify the workflow and expose blockers early: missing owners, weak evidence, unsafe action scope, poor source quality, or unclear success criteria.

## Workshop sections

- Trigger, volume, users, systems, and exception map.
- Business value and success evidence.
- Data sources, permissions, and freshness.
- Action safety and approval needs.
- Classification and next delivery decision.