AI AUTOMATION PROPOSAL COMPARISON WORKSHEET
BringPak | 15 October 2026 | https://www.bringpak.com

Use with any provider. Edit locally; this file does not submit your answers.
Planning aid, not a certification or forecast of savings. Use synthetic data
for demonstrations and avoid including customer records in this worksheet.

1. THE SAME BRIEF FOR EVERY PROVIDER
Task and staff owner:
Trigger (what starts the workflow):
Channel and languages:
Current tools and source of truth:
Workload estimate, period and source (or unknown):
Permitted reads:
Permitted changes and required approvals:
Exceptions requiring staff:
Out of scope:

2. PROPOSAL RECORD (copy this section for each provider)
Provider, contact and proposal date/version:
Deliverables and acceptance criteria:
Integration access already confirmed:
Access or approvals still needed:
What happens if an integration is unavailable:
Staff handoff recipient and operating process:

3. EVIDENCE FOR EACH REQUIREMENT
Requirement:
Expected behaviour:
Evidence state (choose one):
  [ ] Demonstrated with synthetic data
  [ ] Included but not yet tested
  [ ] Dependent on access
  [ ] Excluded
Observed reply AND resulting record:
Evidence reference/date:
Unresolved issue, owner and next check:

Repeat section 3 for: unclear Roman Urdu request; missing stock access;
duplicate confirmation; unverified payment claim; prohibited action;
staff takeover; failed external connection; correction after an error.
Select only cases relevant to the agreed workflow and add your own exceptions.

4. COSTS (record quoted currency, exclusions and billing period)
Discovery/build, one time:
Provider subscriptions:
Hosting/automation workspace:
Model usage and assumed volume:
Messaging/platform charges and assumed volume:
Support scope and recurring fee:
Changes outside support scope:
Tax, currency conversion and other exclusions:
Included allowances/overlap between items:
Usage alert/limit, where supported:
Who receives invoices and controls spending:
First-year estimate using stated assumptions (do not count items twice):

5. OWNERSHIP AND HANDOVER
Business channel owner:
Cloud/workspace owner:
Knowledge source owner and update procedure:
Staff roles and access revocation:
Data export and agreed retention/deletion process:
How staff stop automation:
Monitoring owner and incident contact:
Training, documentation and support end date:
Exit process if changing provider:

6. PILOT DECISION
Baseline task, sample, dates and evidence:
Actual results, review effort and exceptions:
Open issues and their effect on acceptance:
Decision: expand / fix and retest / keep supervised / stop
Decision owner and date:

Guide: https://www.bringpak.com/blog/choose-ai-automation-agency-pakistan
Pilot cases: https://www.bringpak.com/services/ai-agents#pilot-test-cases