# Workflow Automation Sprint Blueprint Packet

Sample buyer-facing packet generated from Setup Your AI private product repositories.

Source: setupyour-workflow-products
Data policy: sample fixture only; no live customer records, credentials, uploads, payment data, or private transcripts.
Approval policy: human approval is required before external sends, customer-system writes, booking holds, pricing exceptions, payment-affecting actions, legal answers, refunds, or policy exceptions.

# Workflow Automation Sprint Blueprint: Mountain View Events

Operator: Jim

## Recommended first workflow

- Tour follow-up agent: Qualify tour requests and draft fast venue replies with owner approval.

## Current tools

- Gmail, Google Calendar, Squarespace

## Success metric

- Reply to qualified tour requests within one business day.

## Sprint phases

1. Workflow confirmation - Confirm the Tour follow-up agent workflow, source inputs, owner handoff, and failure modes. Proof: Signed-off workflow map and example input set.
2. Sprint scope and quote - Set the bounded v0 scope, price, timeline, and approval policy. Proof: Quote packet names included systems, non-goals, and human approval gates.
3. Deterministic path first - Create the intake, routing, summary, and operator-visible queue before adding AI drafting. Proof: Representative input creates the expected internal record or queue item.
4. AI assist with refusal paths - Add AI drafting or classification, then run high-value, ambiguous, and risky examples. Proof: Verification log shows useful outputs and safe escalation for risky examples.
5. Human-approved launch - Launch only the approved v0 path with visible errors and rollback instructions. Proof: Launch checklist names owner approval, monitoring, and rollback.
6. Monthly improvement loop - Review transcripts, stuck items, misses, and expansion candidates after launch. Proof: Monthly report shows volume, misses, fixes, and next recommended improvement.

## Human approval gates

- Owner approves every outbound reply before anything is sent.
- Jim reviews the first production examples before launch.
- Customer approves any external send, customer-system write, payment-affecting action, or policy exception.

## Non-goals for v0

- No autonomous external sending in v0.
- No CRM/calendar/email write access until the customer explicitly approves that integration path.
- No migration of existing customer systems during the first sprint.

## Pricing anchor

- One workflow starts around $5,000; multi-system work is scoped higher.