The one document every AI strategy is missing.
A ranked, evidence-backed automation roadmap your CFO will sign off on. Yours in under ten minutes of editing.
opportunity report
AnatomyEvery section. What it does. Why it matters.
A Jottings report is nine sections in a fixed order. The cover changes. The order does not.
- Section 01
Cover.
Your logo. Your colors. Your firm name. The client's name. The engagement window. This is a deliverable from you, not a platform.
§ 01coverp. 3Jottings.AI - Section 02
Executive Summary.
Three paragraphs a CFO can read in ninety seconds - annualized dollar impact, confidence band, first three recommended moves.
§ 02exec summaryp. 4Jottings.AI - Section 03
Methodology.
Observation window, seat count, state-specific consent notices, redaction stats, signal sources. The page that makes legal stop asking questions.
§ 03methodologyp. 5Jottings.AI - Section 04
Work Graph.
A visualization of where the hours actually went. Often the first time anyone in the company has seen this drawn honestly.
§ 04work graphp. 6Jottings.AI - Section 05
Department Heat Map.
Dollar-leak intensity by team. The map nobody in the room wanted to draw, now drawn from evidence.
§ 05heat mapp. 7Jottings.AI - Section 06
Top 10 Opportunities (ranked).
One per page. Workflow name, evidence links, observed frequency, dollar impact math, complexity score (1–5), recommended tool stack, estimated implementation time, estimated payback period.
§ 06top ten01$420k02$310k03$245k04$195k05$148k06$104kp. 8Jottings.AI - Section 07
AI Readiness Gaps.
What has to be true before automation can land: data access, IT approvals, role definition, eval coverage. The list of things you fix before you wire an agent.
§ 07readinessp. 9Jottings.AI - Section 08
Recommended Roadmap.
A 90-day sequenced plan. Which opportunity ships first, which depends on what, which needs a human-in-the-loop threshold set before launch.
§ 08roadmapp. 10Jottings.AI - Section 09
Appendix.
Redaction audit log summary, full observation counts by category, and every Skill Card referenced - with versions, so a future re-scan is reproducible.
§ 09appendixp. 11Jottings.AI
Rebrand & regenerateEdit, rebrand, regenerate.
A split-pane editor: AI-drafted sections left, evidence panel right, inline regenerate button, drag-to-reorder opportunities. Every section is regeneratable. Every number is traceable to an observation cluster. Nothing is made up.
- Regenerate any section against a different narrative brief
- Trace each dollar figure down to the underlying cluster of observations
- Swap the tool stack recommendation per opportunity
- Drop in your own methodology page with a markdown import
Sample reportAnonymized sample report.
Midwest dealer group. 180 seats. Three-week scan. Twelve opportunities surfaced; top three totaled $1.1M annualized. Every identifier redacted, every methodology page intact.
Gated because it is the single most valuable asset on the site. One email, one PDF, no drip campaign.
For consultants: your report is a revenue stream.
Every tool referenced in the recommended stack can render with your affiliate link. The client gets honest, evidence-sourced recommendations. You get a second line item on the deal. Disclosed to the client in the methodology page - we do not hide it.
See pricingStop handing clients a deck. Hand them a document.
Code-signed · auto-uninstalls on end date · opt-out any time.