Sales account research assistant
Define the goal, inputs, expected output, acceptance criteria, and risk boundary before turning this into an agent workflow.
Capture the requirements an AI agent needs before anyone starts building
A lightweight template for teams that need to move from vague automation ideas to a reviewable Skill specification with enough detail for product, research, or delivery teams.
Who this is for
- Product managers scoping agent workflows
- Business teams requesting custom automation
- Consultants turning client processes into agent specs
What the intake produces
- Requirement completeness score
- Missing field checklist
- A copyable intake package
- A consistent format for follow-up interviews
Skill specification fields
These fields make the request concrete enough for a delivery, research, or product team to draft a first Skill specification within 24 hours.
GoalUser roleRequired input fieldsOutput schemaAcceptance criteriaReference exampleForbidden actionsNext-step intent
Example use cases
Finance access setup checklist
Define the goal, inputs, expected output, acceptance criteria, and risk boundary before turning this into an agent workflow.
Contract intake pre-review assistant
Define the goal, inputs, expected output, acceptance criteria, and risk boundary before turning this into an agent workflow.
FAQ
Why use a requirements template for AI agents?
Agent projects fail when the task, data, output, and guardrails are ambiguous. A template makes the handoff concrete before implementation.
Can non-technical users fill this out?
Yes. The template focuses on business outcomes, materials, and review criteria rather than model, tool, or code decisions.