AI Agent Brief Template
What should an AI agent brief include?
An AI agent brief describes one workflow: why it exists, what starts it, what information goes in, what the agent may do, what comes out and who checks it. It also names the systems involved, the permissions needed and how you will decide that the result is acceptable.
Use this template to put one workflow on a page before you talk to us.
No registration required. Complete the template, review your answers and print or save a copy for your own use.
Write down one workflow before you ask for an agent
A request such as "we need an agent for our inbox" leaves important questions open. A clearer brief says what the agent prepares, what it may not do and who approves the result. For example:
This is an invented example to show the level of detail. Replace it with your own workflow.
What the template covers
Purpose and trigger: Why the workflow exists and what starts each run.
Inputs and knowledge sources: The information the agent works from and where it comes from.
Actions and outputs: What the agent prepares, and what each run produces.
Systems and permissions: The kinds of system involved and the access the work needs.
Review points and escalation: Where a person approves the work, and what happens when the agent cannot resolve something.
Volume and acceptance criteria: How much work there is, and how you will judge whether the output is good enough.
Who can use this template?
Use it when you are preparing for a discussion about a managed AI agent for sales and CRM, marketing operations or administration and documents, or for a workflow that does not yet fit one of those.
It is written for business owners, operations managers and team leaders. Whoever knows the workflow best can complete it.
How to prepare your brief
- Choose one workflow to start with.
- Complete the sections you can answer. Leave uncertain details for discussion.
- Check that every step names who approves it.
- Review your answers, then print or save the brief and bring it to the conversation.
You do not need complete procedures or technical detail before using the template.
Not sure the workflow is ready to describe? Start with the AI Workflow Readiness Checklist.
Create your AI agent brief
Your answers are not saved or sent. They stay on this page and are gone when you refresh or close it.
Describe the workflow in general terms. Do not enter passwords, access keys, customer records or other confidential information.
Your answers are not saved or sent. Nothing you type leaves this page.
1. Purpose and trigger
0 of 200 characters
0 of 1,000 characters
0 of 500 characters
2. Inputs and knowledge sources
0 of 1,000 characters
0 of 1,000 characters
3. Actions and outputs
0 of 1,500 characters
0 of 1,000 characters
0 of 1,000 characters
4. Systems and permissions
0 of 500 characters
0 of 1,000 characters
5. Review points and escalation
0 of 1,000 characters
0 of 1,000 characters
6. Volume and acceptance criteria
0 of 200 characters
0 of 1,000 characters
0 of 2,000 characters
Print or save your brief before leaving this page if you want to bring it to the discussion.
Do not enter passwords, access keys, customer records or other confidential information. This template supports a scoping discussion. It is not a proposal or a commitment.
Frequently asked questions
Is this a proposal or a contract?
No. It is a description of one workflow for discussion. Scope, support hours, review allowance, maintenance and changes are defined in the proposal.
What if we do not know the volume or the systems?
Give an estimate or leave the field blank. Volume and systems are confirmed during scoping, and a brief with gaps is still useful for a first conversation.
Can one brief cover several workflows?
Write one brief for each workflow. Related steps of one workflow can sit in the same brief, but separate workflows with different owners or approvals are clearer on their own.
Does the brief commit us to anything?
No. Completing the template does not send anything to us and does not start a project.
How is this different from the readiness checklist?
The readiness checklist helps you see whether a workflow is clear enough to discuss. The brief describes the workflow in more detail: inputs, actions, outputs, permissions, review points and acceptance criteria.
Are our answers saved or sent?
No. Your answers stay in your browser on this page. They are not sent to HiredVietnam and are not kept after you refresh or close the page.
Can we keep a copy of the brief?
Yes. Use Print / Save as PDF to open your browser's print dialog, or download your answers as a Markdown file. Both are a record of your answers, not an interactive form.
Related resources
Turn your brief into a scoping conversation
Bring your completed brief to a conversation about the workflow, the permissions it needs and the points where your team approves the work.
