CiterLabsPROJECT BUYER GUIDE
How to prepare an AI project brief
A concise, concrete brief makes discovery more useful and helps avoid estimating work against assumptions.
Describe the current situation
Explain who performs the task, which tools are involved and where the process breaks down. A specific example is helpful: an enquiry missing a field, a document that is hard to find or a draft that needs substantial revision. Keep sensitive material out of the initial brief.
Define the change you want
Describe the desired output and how it will be used. “Prepare a support reply for review using approved product information” is more actionable than “use AI for support.” Include any steps that must remain manual.
List constraints early
Identify required integrations, access restrictions, data readiness, preferred deployment environment and timing. Share an approximate budget range if useful for choosing scope. These inputs inform an estimate; submitting a brief is not a booking or purchase.
Name the review responsibility
Choose a client project owner who can answer workflow questions and review outputs. Identify any technical, security or editorial reviewers. Agree who provides inputs, who accepts deliverables and who will operate the result after handover.
Make acceptance concrete
Use representative scenarios and clear checks. A software feature might need permission tests and a working user journey. A content asset might need factual approval and a format check. A model experiment needs a baseline and a defined evaluation set.
Prepare the next conversation
An initial brief does not need passwords, private records or an unrestricted drive link. Share the outline first, then agree access and handling if the project proceeds. Use the project intake tool to organize the task, scope and constraints.
START A CONVERSATION
Turn a business problem
into a clear project.
Bring a task, a bottleneck, or a product idea. The first step is a clear scope.