Turn intake forms into finished business requirement documents

Turns a submitted request form and supporting files into a complete, formatted business requirements document.

How the work actually flows

It branches. Every path runs; all paths must finish before it continues.

Pattern: Transient Trigger (23) · Parallel Split (2) · Synchronisation (3)

flowchart TD trig>"brd request form submitted"]:::trig s0[("log request and files")]:::store s1["extract text from documents"]:::task s2["merge drafted sections"]:::task s3["convert archive and email"]:::svc trig --> s0 s0 --> s1 s2 --> s3 gx{"+ which section to draft"}:::gate s1 --> gx p00["ai agent drafts outline"]:::task gx -->|"draft document structure"| p00 p10["ai agent drafts details"]:::task gx -->|"draft detailed requirements"| p10 jn{"+ combine into document"}:::gate p00 --> jn p10 --> jn jn --> s2 out[/"completed brd document delivered"/]:::out pay{{"hours saved drafting brds"}}:::pay s3 --> out out --> pay classDef task fill:#e7f6fe,stroke:#34b8f0,color:#2c2a29 classDef svc fill:#f6f8fa,stroke:#7c8795,color:#2c2a29 classDef mi fill:#e7f6fe,stroke:#0079a8,color:#2c2a29,stroke-width:2px classDef human fill:#fff,stroke:#0079a8,color:#0079a8 classDef store fill:#f6f8fa,stroke:#0079a8,color:#2c2a29 classDef trig fill:#00a4eb,stroke:#0079a8,color:#fff,font-weight:bold classDef trigtime fill:#00a4eb,stroke:#0079a8,color:#fff,font-weight:bold classDef trigdata fill:#8ad4f5,stroke:#0079a8,color:#06314c,font-weight:bold classDef gate fill:#fff,stroke:#e8a23d,color:#6b4708,font-weight:bold classDef out fill:#1f9d6b,stroke:#167a53,color:#fff,font-weight:bold classDef pay fill:#06314c,stroke:#021f33,color:#fff
Starts itA stepAn outside serviceA record or sheetEvery pathWaits for allResultPayoff
Build size
Advanced

A larger build with multiple systems, AI reasoning, and custom rules.

Business functions
AI Agents & Autonomous SystemsKnowledge Base & RAGDocument Processing & OCRSpreadsheet & Database OpsSurvey & FeedbackFile & Cloud Storage
Connects
Google SheetsGoogle DriveGoogle DocsOpenAI
Featured in

The problem it solves

Writing a business requirements document means gathering scattered requests, reading through supporting files, and pulling everything into a consistent format. Doing this by hand for every request takes hours and the quality depends on who wrote it that day.

Who it fits

A business analyst, project manager, or operations team handling multiple BRD requests.

How it works

  1. A request form is submitted along with supporting documents
  2. The request and files are logged and saved to Google Drive
  3. Text is extracted from the supporting documents and stored for reference
  4. Two AI agents draft the document structure and the detailed requirements sections
  5. The finished document is converted to PDF, archived, and emailed to the requester
What you get

Requirement documents ready for sign-off

A submitted intake form turns into a complete, formatted business requirements document sent straight to the requester.

What you get

A completed business requirements document, delivered by email and archived in Google Drive.

What you need

A Google Workspace account (Sheets, Drive, Docs) and an OpenAI API key.

We can build this. But should you?

The hard question is not how to build it. It is whether this is the right thing to build first.

That is what a Fractional Chief AI Officer figures out with you, before anyone writes a line of code.

Let's Talk Strategy

Related automations

Find matching jobs and generate a tailored resume automatically

Scans job boards daily and writes a tailored resume and cover letter for every strong match it finds.

Advanced

Turn a content brief into a finished, formatted article automatically

Submits a content brief and returns a fully drafted, organized article emailed straight to you.

Standard

Automatically research leads and send personalized cold emails

Finds verified leads, researches each one with AI, and sends personalized cold emails for you to approve first.

Advanced

Summarize new Google Drive documents into a Google Sheet automatically

Finds the newest Google Doc in your Drive, summarizes it with AI, and logs the summary to a spreadsheet.

Standard
Back to the AI Playbook