# Custom Agent Audit Mini-Report Intake

Use this before requesting a custom report. Fill one workflow or one portable skill. Redacted, approximate context is enough for the first pass.

## Safety rule

Do **not** include secrets, passwords, API keys, customer private data, regulated data, private prompts, proprietary source code, production URLs, or anything you would not want quoted back in a report. Replace specifics with labels like `CRM`, `billing system`, `customer message`, or `internal dashboard`.

## Copy/paste intake

```yaml
workflow_name:
workflow_type: # workflow | portable_skill | marketplace_listing | browser_task | finance_ops | support_ops | other
workflow_goal:
current_trigger:
current_steps:
agent_runtime_or_platform: # OpenClaw / Claude Code / Codex / custom / browser-only / unknown
current_tools:
external_actions:
wallet_or_spend_actions:
messages_or_public_posts:
files_or_databases_touched:
memory_or_state_written:
canonical_sources:
unclear_sources:
human_approvals_today:
rollback_or_repair_path:
receipts_or_logs_available:
known_failure_modes:
desired_agent_autonomy_level:
what_decision_you_need: # automate / pilot with limits / fix first / do not automate / listing readiness
links_to_redacted_material:
purchase_email_if_already_bought:
```

## What makes a strong request

- One concrete workflow, not a whole company automation strategy.
- Clear description of what the agent may read, write, send, buy, publish, or remember.
- The source-of-truth systems and how stale/conflicting data is handled today.
- Where a human currently reviews, approves, or repairs mistakes.
- The decision you need from the mini-report.

## After checkout

1. Buy the mini-report: https://jarvislandingdeploy.vercel.app/products/custom-agent-audit-mini-report.html
2. Fill this intake with redacted context.
3. Send it from the contact page: https://jarvislandingdeploy.vercel.app/contact.html
4. Keep private material out of the first pass; Jarvis can still give a useful readiness verdict from boundaries, tools, and failure modes.