<!-- Published by AIMasterz at https://aimasterz.com/docs/templates/01-current-state-inventory.md . Part of the Company OS Method: https://aimasterz.com/docs/method -->

# Current-State Inventory — <customer> / <function>

Stage 1 of the [method](https://aimasterz.com/docs/method). Fill from interviews, existing agent and automation definitions, repositories, and system admin screens. Record credential **names** only, never values.

## 1. Outcome and owner

| Field | Value |
| --- | --- |
| Function | e.g. Marketing |
| Business outcome | The result the owner cares about, in one sentence |
| Owner (decides and approves) | Name and role |
| Operators (do the work today) | People, agents, contractors |
| Products / units in scope | Where the list of record lives |

## 2. Actors

Everyone and everything that does work in this function today.

| Actor | Type (person / AI agent / script / SaaS automation) | What it does | Triggered by | Runs where | Owner |
| --- | --- | --- | --- | --- | --- |

## 3. Systems and data stores

| System | Holds what (system of record for…) | Read by | Written by | Access method | Credential names |
| --- | --- | --- | --- | --- | --- |

## 4. Connections

Every integration between an actor and a system.

| From | To | Purpose | Read / write | Auth | Approval before write? |
| --- | --- | --- | --- | --- | --- |

## 5. Schedules and triggers

| What runs | When | Mechanism (cron, launchd, SaaS schedule, manual) | Runs where | Last known success |
| --- | --- | --- | --- | --- |

## 6. Measurement

| Metric | Source | Working today? (yes / partial / no) | Freshness |
| --- | --- | --- | --- |

## 7. Approvals and guardrails in force

| Rule | Where it is defined | Actually enforced by | Gaps or contradictions |
| --- | --- | --- | --- |

## 8. Findings

Broken, stale, contradictory, manual or risky things. Each one: what, evidence, impact, and whether it blocks agentification.

| # | Finding | Evidence | Impact | Blocks agentification? |
| --- | --- | --- | --- | --- |

## Gate

- [ ] Every actor, system, connection, data store and schedule is listed with an owner.
- [ ] Each outcome metric has a known source, or is recorded as missing.
- [ ] Contradictions between written rules and actual behavior are recorded as findings.