An automation discovery brief should explain what happens when the input is incomplete, contradictory or outside scope. The ordinary case is usually easier to demonstrate; exceptions determine whether the workflow remains manageable after launch. EinfachAI, found in the Estonia catalogue, describes bounded implementation and prototype services. This guide shows what to prepare for that kind of conversation.
The process below is editorial guidance, not an account of a completed client engagement. A country association is not evidence of a project's hosting or data-processing arrangement.
Describe the current process in one page
Name the trigger, input, responsible person and accepted output. Identify the systems involved and where the task ends. For a document workflow, completion might mean a reviewed record ready for import, rather than a final write into a production system.
Keep the first scope narrow. “Automate operations” does not tell an engineer which decision to preserve or which failure to prevent. “Prepare a supplier record from these documents and send ambiguous cases to this reviewer” is a more useful starting point.
Collect examples with different outcomes
Prepare a small set of representative, sanitized inputs. Include a straightforward example, one missing a required fact and one containing conflicting information. Add a case that should be refused entirely because it falls outside the intended process.
For each example, write what a competent person would do next. Do not manufacture a correct answer when the existing team would ask a question. The automation needs to preserve that uncertainty rather than invent its way to a completed status.
Record where the source information came from. An implementation partner should not have to guess which document is authoritative when two versions disagree.
Mark the authority boundaries
Separate reading information, proposing a change and carrying out a change. Specify which actions need approval and who is allowed to provide it. A model's confidence score should not become a substitute for authorization.
List unavailable or prohibited actions explicitly. If the pilot may prepare a record but not send it to customers, put that rule in the brief and test it. The same principle applies to deletion, payments and changes that are difficult to reverse.
Define the exception destination
Decide where unclear cases appear and what context accompanies them. A useful exception includes the original input, the unresolved question and the action requested from a reviewer. A generic “failed” notification often sends someone back to reconstruct the entire task.
Assign an owner and a reasonable response expectation. Automation should not create an unmonitored queue that quietly becomes the new bottleneck. Ask how the process behaves while an exception is waiting.
Specify a safe pilot and stop conditions
Run the first version against a limited dataset or non-production environment. Agree conditions that stop expansion, such as unsupported output, missing traceability or an action outside the approved boundary. Keep the original manual route available during evaluation.
Review successful cases and correction work together. A useful pilot report states what was attempted, what completed, what required intervention and what remains unknown. It should not infer broad cost savings from a handful of clean examples.
The automation partner evaluation guide covers access, acceptance and operational ownership. Bring this brief to the conversation so the implementation can be assessed against a real task rather than a general promise of intelligent automation.
Source
See EinfachAI for current implementation and discovery services.
EinfachAI
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