Requirements Template

Business Automation (RPA) Requirements Template

Organize the items below before requesting outsourcing to receive an accurate quote.

Current Workflow

Description of tasks currently done manually

e.g., Copy data from emails to Excel every morning

Tools in use

Excel / Google Sheets / Notion / Slack / Email / ERP / CRM

Task frequency

Daily / Weekly / Monthly

Time spent

Per task / Per day

Input source

File / API / Database / Website

Output format

Excel / PDF / Email / Slack notification / DB storage

Data format

Attaching sample files is recommended

Full automation vs. partial automation

Specify which parts need automation

List of exception cases

e.g., When data format differs, when errors occur

Need for alerts / monitoring

Yes / No / Specific conditions

Deployment environment

Cloud / Internal network / Local

Can credentials/accounts be provided?

Yes / No / Partially

NDA required?

Yes / No

Desired timeline

e.g., Within 2 weeks, By end of March

Budget range

e.g., 1M~3M KRW, Open to proposal

Reference materials / screenshots

Attach any relevant documents or images

TIP

You don't need to fill in every item. Even partial information helps us provide a more accurate estimate.

Send us your requirements and get a free quote within 24 hours.