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Automation Questionnaire

This short questionnaire will help us scope the highest‑ROI automations, confirm technical fit, and align budget. It’s designed for non‑technical teams.

1. What is your company size?

1-5

6-20

21-50

51-100

101 - 199

+200

2. What’s your role or main function?

3. Which tools or platforms do you use most day to day?

4. What is the main outcome you would like from AI in the next 90 days?

For other please specify below:

5. Which repetitive or time-consuming tasks do you currently perform? (Select all that apply)

Drafting or replying to emails

Booking and managing meetings

Summarizing client or team calls

Creating content (emails, docs, decks, social)

Reviewing or drafting standard contracts (NDAs, MSAs, employment agreements)

Managing cap tables, equity tracking, or board documents

Responding to routine client or team questions

Conducting research (precedents, regulations, filings, benchmarks)

Generating or updating internal templates or SOPs

Proofreading, formatting, or style‑checking documents

Pulling insights from reports, dashboards, or legal/ops data

Answering internal questions (SOPs, policies, precedent examples)

Onboarding new team members or clients

Managing tasks, to‑dos, or follow‑ups

For other please specify below:

6. Where do you experience the most friction ? (Select all that apply)

Too many tools / context switching

Manual data entry / copy‑paste

Slow first drafts

Hard to find information

Compliance or QA burden

Delays between steps or approvals

For other please specify below:

7. Is there a specific process or bottleneck where you feel AI could make your work faster, easier, or more consistent?

8. If you could automate one task by next month, what would it be?

9. Have you already experimented with AI tools?

Yes — we’re already using them daily

Somewhat — we’ve tried ChatGPT or a few apps

Not yet — but we’re curious

Automation Questionnaire

1. What is your company size?

2. What’s your role or main function?

3. Which tools or platforms do you use most day to day?

4. What is the main outcome you would like from AI in the next 90 days?

For other please specify below:

5. Which repetitive or time-consuming tasks do you currently perform? (Select all that apply)

For other please specify below:

6. Where do you experience the most friction ? (Select all that apply)

For other please specify below:

7. Is there a specific process or bottleneck where you feel AI could make your work faster, easier, or more consistent?

8. If you could automate one task by next month, what would it be?

9. Have you already experimented with AI tools?

10. What is your name?

11. What is your email address?