Export Intake Packet
export_intake_packetRead-onlyIdempotent
Creates a structured intake packet combining business context, findings, risks, and workflow recommendations into a shareable markdown and JSON document.
Instructions
Creates a structured public-safe markdown and JSON intake packet with business context, findings, risks, recommended workflow, missing information, and confidence.
Input Schema
TableJSON Schema
| Name | Required | Description | Default |
|---|---|---|---|
| notes | No | Any additional context the user wants considered in the review. | |
| offer | No | Core product, service, package, or outcome the business sells. | |
| aiIdea | No | AI or automation idea the user is considering. | |
| teamSize | No | Approximate team size and key roles involved in the workflow. | |
| userNotes | No | Additional notes the user wants included in the intake packet. | |
| goal90Days | No | Desired business or workflow outcome over the next 90 days. | |
| constraints | No | Known constraints such as budget, team capacity, tools, timeline, compliance needs, or data access. | |
| currentGoal | No | Current business goal the user wants the review to support. | |
| riskSummary | No | Structured trust and control risk findings from a prior tool result. | |
| businessType | No | Type of business, such as ecommerce, SaaS, consulting, agency, local service, or solo business. | |
| revenueModel | No | How the business earns revenue, such as projects, retainers, subscriptions, services, or products. | |
| riskConcerns | No | Concerns related to customer trust, brand reputation, legal exposure, sensitive data, or quality control. | |
| touchpointMap | No | Structured customer touchpoint map from a prior tool result. | |
| currentProblem | No | Main business or workflow problem the user wants to solve. | |
| targetCustomer | No | Primary customer segment or buyer the business serves. | |
| businessContext | No | Structured business context from a prior tool result or user notes. | |
| currentWorkflow | No | How the relevant workflow currently works, including manual steps, tools, handoffs, and review points. | |
| bottleneckSummary | No | Structured bottleneck findings from a prior tool result. | |
| preferredNextStep | No | Preferred next-step category or support style to include in the packet. | |
| opportunitySummary | No | Structured AI opportunity findings from a prior tool result. | |
| recommendedNextStep | No | Structured next-step recommendation from a prior tool result. | |
| recommendedWorkflow | No | Structured first workflow recommendation from a prior tool result. |
Output Schema
TableJSON Schema
| Name | Required | Description | Default |
|---|---|---|---|
| confidence | Yes | Confidence level based on the clarity and completeness of the provided business context. | |
| packetJson | Yes | Structured intake packet data for handoff or deeper review. | |
| packetMarkdown | Yes | Public-safe intake packet formatted as markdown. | |
| missingInformation | Yes | Information the user should provide before deeper review or implementation. | |
| recommendedPrivateReview | Yes | Public-safe recommendation for the next deeper review category. |