Map a Workflow Before Automating It
A first lesson for turning a messy operating process into a clear workflow map.
Map a Workflow Before Automating It
Use this lesson to document a real business process before choosing software or AI agents.
Outcome
By the end, you should have a single workflow map with the trigger, actor, system, handoff, exception, and success metric.
Steps
- Name the workflow in plain language.
- Write the trigger that starts it.
- List every actor and system involved.
- Mark handoffs, approvals, and waiting states.
- Identify the first automation candidate only after the workflow is visible.
No comments yet.
Write a comment