What to send
Rough notes are fine. These five points cover most of what I need to give you a useful answer.
Software involved
Revit, AutoCAD, APS / ACC, Excel or Sheets, and the versions you run.
The manual steps today
What someone actually clicks, copies, or checks, and how often.
Where the process breaks
The step that causes rework, delays, or depends on one person remembering.
What a better handoff looks like
The output you want: a clean sheet set, an export, a report, a checked model.
Rough timeline
Any deadline, project milestone, or simply “whenever it’s ready.”
Want a head start? Copy a plain-text brief and paste it into your email.