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XoomAgent Skill & Workflow Builder Brief
Client Details
Business name
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Contact name
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Contact email
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Department or team
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Current process owner
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Priority
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Target go-live date
Business Context
What outcome do you want this to deliver?
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How is this handled today?
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What is slow, manual, risky, or inconsistent about it?
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What would make this worth automating?
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Workflow Brief
What should start this workflow?
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What information does the agent need before it can do the work?
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Which tools, apps, or systems are involved?
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Are shared mailboxes, calendars, CRMs, drives, or databases involved?
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Who can approve access?
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What steps should the agent follow?
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Are there rules, exceptions, or conditions the agent must follow?
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Approvals & Risk
What level of human approval is required?
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What actions should always need approval?
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What should the agent never do?
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Are there privacy, security, or compliance restrictions?
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Outputs & Examples
What should the final output be?
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Provide an example request you might give the agent
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What does a successful result look like?
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What should happen if information is missing or something goes wrong?
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Upload any helpful files: SOPs, screenshots, templates, example emails, reports, spreadsheets, or process documents.
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