Every one of these ships as a starting template. Take it as it is, or edit it into the questions you actually ask.
Accounting and law firms
Client onboarding, before you may act
Send one link to a new corporate client. The agent works through the company, what it does, who represents it and who ultimately owns it — and where the answer is "a few shareholders", it asks for names and percentages instead of writing that down.
What comes backA complete client file with the documents attached, an approve / reject / more-information decision on the record, and a five-year retention floor that nothing deletes early.
Procurement
Supplier compliance, once a year, across forty suppliers
Certifications, insurance, subcontracting and incidents — asked of everyone at once, in their own language, with certificates uploaded against the item they belong to rather than emailed as a pile.
What comes backHow many hold what, every certificate and policy that lapses inside the next twelve months, and a list of exactly who still owes you which items.
People teams
An employee pulse that produces sentences, not just a score
Seven statements on a scale and three questions in their own words. Nobody is chased by a spreadsheet; the agent asks, they answer when they have five minutes, and they can stop and come back.
What comes backA score per statement and per team, the words that keep recurring in what people would change, and every comment reproduced in full.
Consultants and COOs
An AI readiness probe, one respondent per team
Where the repetitive time actually goes, how ready the systems and the people are, and — the question most readiness surveys leave out — what in this work must stay a human decision.
What comes backA readiness index by dimension, an estimate of the hours a year that repetitive work costs, a coverage map of who answered, and what each team said must not be automated.
Anything with the same shape
Emissions data, renewals, declarations, grant reporting
Write the list yourself as a markdown document. Each line is a field with a type — a date, a number, a yes/no, a document — and the agent collects exactly those and refuses to invent one you did not ask for.
What comes backOne table across every respondent, and a template you can keep editing as you learn what you actually needed to ask.