Automation pilot decision room
A deal room where an automation consultancy takes a client from pilot results and exceptions through security review to a decision on the next phase.
- Industry
- Technology-Oriented Consulting
- Team
- Sales, Client services
- Use case
- CRM and sales, Client portals, Client onboarding
- Tags
- Sales collaboration Security review
- Includes
- 4 pages · 15 app surfaces
Template preview
1 / 4
Included items
-
Pilot report
Page · Embedded on site route /report · Requires sign-in
-
Pilot exception review
Page · Embedded on site route /exceptions · Requires sign-in
-
Permission and approval summary
Page · Embedded on site route /security · Requires sign-in
-
Pilot conversion checklist
Page · Embedded on site route /conversion · Requires sign-in
-
Dashboards
App · Client routes: /, /conversion, /exceptions, /next-phase, /report, /security, /setup; seller team routes: /team · Requires sign-in
-
Tasks
App · Client routes: /room · Requires sign-in
-
Project Chat
App · Client routes: /room · Requires sign-in
-
Forms
App · Client routes: /room · Requires sign-in
-
File Request
App · Client routes: /room · Requires sign-in
-
Files
App · Client routes: /room · Requires sign-in
-
Onboarding
App · Client routes: /setup · Requires sign-in
-
Client Profiles
App · Seller team routes: /team · Requires sign-in
-
Dashboards Admin
App · Seller team routes: /team · Requires sign-in
-
Tasks Admin
App · Seller team routes: /team · Requires sign-in
-
Project Chat Admin
App · Seller team routes: /team · Requires sign-in
-
Files Admin
App · Seller team routes: /team/admin · Requires sign-in
-
File Request Admin
App · Seller team routes: /team/admin · Requires sign-in
-
Forms Admin
App · Seller team routes: /team/admin · Requires sign-in
-
Onboarding Admin
App · Seller team routes: /team/admin · Requires sign-in
Overview
What this template supports
A deal room for AI adoption and automation consultancies converting a pilot into an ongoing service. A numbered journey leads from the pilot overview to the pilot report, the exception review, the security review with its permission and approval summary, the conversion checklist and the next phase, followed by a questions and files room and a set up page for phase two. The consultancy keeps a separate team workspace.
- Numbered journey from pilot results to the next-phase decision
- Pilot report with live run, triage time and criteria charts
- Exception review shared as a FuseBase page
- Security review with the permission and approval summary and approval gates
- Conversion checklist against the agreed criteria
- Questions and files room with chat, tasks, forms, file requests and files
- Phase two set up with an onboarding checklist
- Consultancy-only team workspace
- Light, Dark and Futuristic themes
How to use this template
-
Review the journey
Open the live demo pilot overview and follow the numbered steps toward the next-phase decision.
-
Map your pilot criteria
Decide which results, exceptions and security answers your client needs before converting a pilot.
-
Plan client access
In the linked Site only the pilot overview opens without sign-in. Choose which pages require sign-in in your own Site.
Frequently asked questions
What does Automation pilot decision room help me do?
It walks a client from pilot results through exceptions, the security review and a conversion checklist to a decision on the next phase of an automation service.
Which documents are included?
Four shared FuseBase pages: the pilot report, the pilot exception review, the permission and approval summary and the pilot conversion checklist.
How does the journey reach a decision?
The left rail numbers each step: overview, report, exceptions, security, conversion and next phase. Each page carries live blocks from the Dashboards app.
What happens after the client decides?
The Phase two set up page embeds the Onboarding app with a gates block for the next phase.
Which pages open without sign-in in the live demo?
The home page opens without sign-in. In the linked Site, the report, exceptions, security, conversion, next phase, questions and set up pages and the team workspace require sign-in.
Can I add this template directly from the gallery?
The gallery provides previews and a live demo link. Adding a copy directly to your workspace from the gallery is not available yet.