myAI Scouts

~10 min

Internal tool brief — hear from all 30 users before you write a line

Sent to operations team members who currently manage a workflow using Google Sheets or Airtable — typically a process like customer onboarding tracking, contract management, or reporting that has grown too complex for a spreadsheet. These are ops managers, ops coordinators, and ops analysts at B2B companies of 50–500 people. They copy data between tabs, maintain separate Notion docs that go out of sync, and send weekly Slack updates manually. The product team will use findings to write the first version of the requirements doc and decide what to build in sprint one.

What this scout explores

What the current Google Sheets or Airtable workflow actually looks like

Walk me through exactly how you do this today — which tab do you open first, what gets copied where, where does the process break or require a manual check. This is the single most important thing to understand before building anything.

The last time the spreadsheet let you down

Describe a specific moment in the last month where the current Google Sheets or Airtable setup failed — a formula that broke, a sync that was out of date, a Slack message asking for information you couldn't quickly find. What happened and what did it cost?

What the tool must be able to do on day one

The one workflow step that, if the new tool can't do it, you'll stay on the spreadsheet regardless of everything else — the non-negotiable capability for initial adoption

What you'd cut from any wishlist

If the team can only build three things in the first version, which three would most change your day-to-day work — and which features could wait for a later sprint?

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