AI automation requirements document template
Use this template to turn a vague automation idea into implementation-ready requirements that a builder can scope, test, and launch.
Fill in these sections before implementation
Section 01
Workflow summary
Write the workflow in one sentence before naming tools.
Fields to fill
Section 02
Systems and data
List every tool, record, field, and data source touched by the automation.
Fields to fill
Section 03
Rules and exceptions
Document the decisions the automation can make and what must escalate.
Fields to fill
Section 04
Launch proof
Define what must be true before the workflow is considered ready.
Fields to fill
Confirm before you hand this to a builder
Questions this template answers
What should an AI automation requirements document include?
It should include workflow scope, trigger, inputs, outputs, tools, fields, decision rules, approvals, escalation rules, test cases, owners, and metrics.
When should I write requirements for an AI automation project?
Write requirements before implementation begins, especially when the workflow touches customers, revenue, CRM records, support tickets, or sensitive data.