- Write down what actually happens, awkward exceptions included
- Steps that exist only because an old process needed them
- Decide who owns it, and how a person steps back in
Document reality first
Write down what triggers the process, which information is required, who makes decisions, what can go wrong, and what a successful result looks like. The awkward exceptions are often more important than the happy path.
Remove before you automate
Some steps exist only because an old process required them. Simplify, combine, or remove unnecessary work before introducing automation.
Design the handoff
Every dependable automation needs clear ownership, useful logging, and a way for a person to intervene. That is what turns a clever demo into an operating system a business can trust.
Mapping the workflow first is the whole basis of how we approach business systems. If you are still deciding which process deserves the attention, where to start with AI covers how to choose one, and the AI Opportunity Check will run one candidate through eight questions and give you a straight answer.
