At a glance
- Potential sources include company documents, work conversations, support tickets, CRM, ERP, and accounting records.
- Describe the workflow, decisions, and outcomes the records explain—not just the software name or storage total.
- These are inventory examples, not guaranteed purchases. The records, permissions, and proposed use need review.
Documents that explain the work.
Think of operating procedures, troubleshooting guides, project reports, and internal knowledge articles. A document that explains a difficult process can contain knowledge that is not available on a public website.
For an intake, name the system where these materials live and explain their purpose. “SharePoint: installation guides and field service procedures” gives a clear starting point.
Conversations that show problem solving.
Support tickets and work discussions can show a question, the steps taken to investigate it, and the final resolution. The useful part is the work being explained, not a customer’s personal contact details.
Describe the type of conversation, the platform, and the amount of history available. Do not upload private messages or customer records just to ask whether there is interest.
Illustrative example: a complete support ticket.
For a fictional equipment supplier, a ticket titled ‘machine will not start’ gives little context by itself. The surrounding conversation could explain the reported symptoms, diagnostic questions, checks performed, action taken, and whether the problem was resolved.
In an inventory, explain which parts of that sequence your system retains. A closed status does not necessarily explain the solution, and an attachment may contain information missing from the visible thread. Names and contact fields are not the business lesson; message text and attachments also need review when defining and preparing the approved copy.
- Problem: the issue as described in the record, with the relevant product or service context.
- Investigation: the questions, observations, and steps recorded during troubleshooting.
- Action: the documented repair, workaround, escalation, or other response.
- Outcome: what the record actually confirms, including unresolved issues or missing follow-up.
Operating records that show what happened.
ERP, inventory, logistics, accounting, and CRM systems record business activity over time. Examples include how an order moves through fulfillment, how a service exception is resolved, or how a project changes after new information arrives.
These are examples, not a limited list of qualifying software. If your business uses a different application, choose Other in the intake and describe what it does.
Illustrative example: an order exception in ERP records.
Imagine a fictional order that cannot be filled as originally requested. An order record shows the request; inventory and shipment events show what was available and what moved; an exception note explains the decision; and a final record shows the outcome. Those connected records describe a workflow that a total-sales spreadsheet alone would leave unexplained.
Useful inventory questions include whether historical changes are retained, how events connect, and whether status codes and units can be explained. If the records contain only the latest state, say so rather than implying a complete history. These examples describe possible content, not confirmed purchases, required fields, or eligibility rules.
Different buyers look for different things.
Not every AI company buys every category. A bid request is the way to put your specific inventory in context. Explain the records clearly rather than guessing what a buyer wants.
The first step is a description, not an upload.
In Red Deer Data’s intake, select your applications, estimate the size, and explain what each one is used for. Then add your contact and company details so we can follow up.
The actual licensing scope, sensitive information, and authority to share the material need review before delivery. You do not need to hand over system access to begin.
