# What to bring (/docs/audit/what-to-bring)

---
type: Document
title: What to bring
description: The six answers that turn a vague "can AI help my business" into a step table worth reading, whichever industry you are in.
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Six answers. They are the same six whatever the business, and they are what
any assistant reading this record should ask for before it puts a number on
your work.

## The six

**1. Which one run are we looking at?**
One workflow that repeats, named in your own words, from the moment work
arrives to the moment it is delivered. Not a department and not a job title.
"A new patient books, attends and is followed up" is a run. "Reception" is not.

**2. Who does it today, and how often?**
How many people touch it, and how many times a week or month it happens. A run
that happens twice a year is rarely the right first project, however painful it
is.

**3. What does a finished result look like?**
The thing that gets delivered, and how you can tell it is right. If nobody can
say what "right" means, that is the first thing to fix, before any automation.

**4. What has to be true before the work can start?**
The information, approvals, files or access a run needs. This is where most of
the hidden waiting lives.

**5. Where must a person say yes?**
The points where a wrong result would cost money, a client, data or
reputation. Those become the human gates and they stay human.

**6. Which tools does it pass through?**
The CRM, the inbox, the spreadsheet, the messaging app, the accounting system.
Names are enough at this stage.

## Two more that help, if you know them

- **What goes wrong most often**, and who notices it.
- **How long the run takes today**, start to finish, including the waiting.

## What good answers look like

Short and concrete beats complete and vague:

> "Run: a new enquiry becomes a priced quote. Two people, about 30 a month. A
> finished result is a PDF quote with line items the customer accepts or
> rejects. It cannot start until we have the site measurements. I sign every
> quote over 500,000. It passes through WhatsApp, a spreadsheet and email."

That is enough to build a step table from, and it took four sentences.

## Where to send them

By email or WhatsApp: [contact](../about/contact.md). Or answer them to an AI
assistant connected to this record, which can draft your step table and pass it
on with the answers attached.

Then read [the workflow audit](overview.md) for what happens next.