A practical preparation tool
Map the records.
Keep the questions clear.
Build a company data inventory before a licensing conversation. Describe record groups, note what needs checking and download a CSV for your team.
Your entries stay in this page’s memory. They are not submitted to Automati or analytics or saved for a future visit. Export a copy before leaving or reloading. Use high-level descriptions, without customer names, passwords or actual records.
- 1. Map your records
- 2. Note review questions
- 3. Review and export
Map your records
Start with one workflow and the system or archive that holds its records. Those two descriptions are required; leave other details blank when unknown.
What this inventory helps you do
A useful inventory explains where records live, how much history is accessible and who can answer questions. Unknowns are worth recording. This tool organizes preparation; it does not value your records or determine buyer eligibility.
A company-created record can still contain confidential, personal or third-party material. Your team and advisers should resolve permissions and restrictions before any record transfer.