Current workflow
- Lead emails a vague request.
- Consultant asks budget, deadline, goals, files.
- Client sends partial details.
- Consultant chases missing files manually.
- Project starts late or scope changes mid-delivery.
Fake-data sample
Freelance consultant client intake
This is a realistic example of the audit output. It uses fake data and does not require access to any client account.
Automation-ready version
- Lead submits intake form.
- Required fields are checked automatically.
- Missing fields trigger a polite reminder draft.
- Complete requests create a project checklist.
- Consultant reviews and sends final quote.
Starter node plan
| Node | Input | Output | Human review |
|---|---|---|---|
| Form trigger | Client intake form | Structured lead row | No |
| Completeness check | Budget, deadline, files | Missing-field list | No |
| Reminder draft | Missing fields | Email draft | Yes |
| Project checklist | Complete intake | Task list | Yes |
First safe automation
Automate only the intake form, missing-field check, and reminder draft. Keep pricing, scope negotiation, and final client communication human-reviewed.
I want this audit