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AI automation answer
What data does an AI automation agency need?
An AI automation agency usually needs process context, tool access, example inputs and outputs, CRM or workflow fields, approved language, escalation rules, and success metrics for the workflow being automated.
The agency does not need access to everything. Good implementation starts with scoped access to the systems required for one workflow.
Useful examples include real form submissions, call summaries, support tickets, CRM records, email templates, booking rules, and reports the team already uses.
The better the examples and approval rules, the safer and faster the automation can be launched.