⚡ Internal automation intake

What should we automate for you?

Tell us about a task you'd like to hand off to an automation. The more detail you give, the faster we can scope it and build it. Takes about 5 minutes.

One idea per submission — got more? Submit again at the end.

About you

Your name*

So we know who to thank — and who to talk to.

Please enter your name.

Department*

Which team you belong to.

Please enter your department.

Your role / job title

Helps us understand the context the task sits in.

Email*

How do we contact you? We'll only reach out if we need a quick detail to scope your request.

Please enter a valid email so we can reach you.

The task you'd like automated

Give it a short name*

Don't overthink it — it's just an internal label for our list, and we can rename it later.

Please give the task a short name.

Describe the task in your own words*

What do you do, step by step if you can? This is the heart of the request.

Please describe the task (a sentence or two is fine).

What starts it / triggers it?

A date, an email arriving, a request from someone, a report becoming ready…

Which systems or tools are involved?

The single most useful thing for us to know. Excel, Outlook, SharePoint, SAP, a web portal, paper…

How it works today

How often do you do it?*

Roughly how frequently this task comes up.

Please pick how often.

How long does it take each time?*

Your best estimate of time spent per occurrence.

Please pick a rough time.

How many people do this kind of task?

Shows how widely an automation would pay off.

Just me Whole team / dept

Value

What would automating it save?

Time per week, fewer errors, faster turnaround, less stress — whatever matters most.

Does it involve confidential or sensitive data?

Affects how and where we're allowed to build it. A best guess is fine.

Yes No Not sure

Wrap-up

Have a sample? Paste a link to it

A SharePoint or OneDrive link to an example file or screenshot. Optional — but a real example helps us scope it faster.

Please paste a full link starting with https://

Anything else / other ideas?

Extra context, or another task you'd like to flag.

Your answers are saved to our internal automation database.