Discovery preparation
Gathers scattered context into preparation notes for a discovery conversation a person leads.
Win work
The saved work
No saved export is linked to this design. It is a specification: its inputs, expected output and human decision are set out below.
- Starts when
- Discovery conversation scheduled
- What it works from
- Enquiry, prior permitted conversations and service method
- What it prepares
- Meeting brief, questions and proposed next steps
- What your team decides
- Human conducts discovery and confirms buyer need
What this helps your team do
This path has been checked in the fictional local build.
Responsibilities connected
See what each agent is responsible for preparing in this workflow. These are designs and local examples, not a set of independently running agents.
When it stops and asks
Unverified claim, ambiguous need or unavailable capacity stays a specific open question; no external promise is made.
Supported scope, source access and authority are agreed for each installation.