{"title":"Demi Workflow Fit Check public field guide","description":"Public input guidance for agents helping a user prepare the Workflow Fit Check.","url":"https://withdemi.com/fit-check","fields":[{"name":"companyContext","label":"Company context","required":true,"agentGuidance":"Summarize what the company does, the operating team involved, and why this workflow matters now."},{"name":"workflowArea","label":"Workflow area","required":true,"agentGuidance":"Select the closest operating area for the workflow.","options":[{"value":"customer_operations","label":"Customer operations"},{"value":"revenue_operations","label":"Revenue operations"},{"value":"internal_operations","label":"Internal operations"},{"value":"product_operations","label":"Product operations"},{"value":"other","label":"Other"}]},{"name":"workflowDescription","label":"Workflow walkthrough","required":true,"agentGuidance":"Capture the current steps, handoffs, systems, decisions, checks, exceptions, and human review points."},{"name":"workflowPain","label":"Main pain","required":true,"agentGuidance":"Explain the operational drag: delay, errors, capacity pressure, revenue leakage, visibility gaps, or customer experience issues."},{"name":"frequency","label":"Frequency","required":false,"agentGuidance":"Estimate how often this workflow happens if the user knows.","options":[{"value":"not_provided","label":"Not provided"},{"value":"many_times_per_day","label":"Many times per day"},{"value":"daily","label":"Daily"},{"value":"weekly","label":"Weekly"},{"value":"monthly","label":"Monthly"},{"value":"ad_hoc","label":"Ad hoc"}]},{"name":"timePerItem","label":"Time per item","required":false,"agentGuidance":"Estimate the manual effort per workflow item if the user knows.","options":[{"value":"not_provided","label":"Not provided"},{"value":"under_5_min","label":"Under 5 minutes"},{"value":"5_to_15_min","label":"5 to 15 minutes"},{"value":"15_to_60_min","label":"15 to 60 minutes"},{"value":"1_to_4_hours","label":"1 to 4 hours"},{"value":"over_4_hours","label":"Over 4 hours"},{"value":"not_sure","label":"Not sure"}]},{"name":"targetOutcome","label":"Target outcome","required":false,"agentGuidance":"Select the clearest business outcome the team wants from improving the workflow.","options":[{"value":"not_provided","label":"Not provided"},{"value":"reduce_handling_time","label":"Reduce handling time"},{"value":"speed_up_response","label":"Speed up response"},{"value":"increase_capacity","label":"Increase capacity"},{"value":"reduce_errors","label":"Reduce errors"},{"value":"improve_customer_experience","label":"Improve customer experience"},{"value":"reduce_revenue_leakage","label":"Reduce revenue leakage"},{"value":"improve_visibility_control","label":"Improve visibility and control"}]},{"name":"ninetyDaySuccess","label":"90-day success measure","required":true,"agentGuidance":"Describe what would be measurably better within 90 days if the workflow improved."},{"name":"systemsAndData","label":"Systems and data","required":false,"agentGuidance":"Name systems and data sources involved, but do not include credentials, private records, or confidential documents."},{"name":"name","label":"Name","required":true,"agentGuidance":"Collect only when the user is ready to submit the form."},{"name":"email","label":"Email","required":true,"agentGuidance":"Collect only when the user is ready to submit the form."},{"name":"companyWebsite","label":"Company website","required":false,"agentGuidance":"Include the public company website if available."},{"name":"role","label":"Role","required":true,"agentGuidance":"Select the user's role so Demi can understand the operating context.","options":[{"value":"founder_ceo","label":"Founder / CEO"},{"value":"coo_ops","label":"COO / operations leader"},{"value":"customer_leader","label":"Customer leader"},{"value":"revops_gtm","label":"RevOps / GTM leader"},{"value":"product_tech","label":"Product / technology leader"},{"value":"other","label":"Other"}]},{"name":"companySize","label":"Company size","required":true,"agentGuidance":"Select the closest revenue band so Demi can calibrate fit.","options":[{"value":"under_5m","label":"Under £5m revenue"},{"value":"5m_to_10m","label":"£5m to £10m revenue"},{"value":"10m_to_25m","label":"£10m to £25m revenue"},{"value":"25m_to_100m","label":"£25m to £100m revenue"},{"value":"over_100m","label":"Over £100m revenue"},{"value":"not_sure","label":"Not sure"}]}],"safety":["Use a real workflow, but avoid sharing secrets, passwords, or customer-sensitive details.","Do not include API keys, access tokens, regulated personal data, private customer records, or confidential documents.","Do not invent company facts, systems, volumes, risks, or business outcomes.","Prefer a specific workflow over a broad transformation wish list."]}