Project Intake

Use this page to capture the minimum consistent input needed to run a project well, scope, objectives, constraints, access, and the exact deliverables you want. If a field is unknown, say unknown instead of leaving it vague.

Agent Overview Project Intake

Structured intake ready

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Project details

Fill this in once, and I can work from the same shape every time.

Basics

Project name *

Engagement type *

Company / client *

Primary contact

Completion / status notifications

Target date / deadline

Scope

In scope *

Excluded assets / out of scope

Physical address / location

Approved networks / IPs / ranges

What success looks like

Primary objectives *

Desired deliverables

Access / credentials / tools available

Constraints

Constraints / safety notes

Additional notes

Intake brief

This is the concise version I would work from first.

JSON payload

Helpful defaults

Scope must be explicit Say what is excluded Include a primary contact Name the deliverables List stop conditions

If you want, I can later turn this into a submission form with local export or OneDrive handoff.