Methods Report
Workflow Mapping Before Automation
·7 min read·Reports
“Good automation starts with a map that operators recognize instantly.”
Signals worth capturing
A workflow map is only useful if it records the points where confidence drops, policy matters, or context needs to be assembled from multiple systems.
- Inputs and missing inputs
- Decision owners and override rights
- Failure states and recovery paths
What a useful backlog looks like
The output of discovery should be a ranked set of automation opportunities with operational constraints attached, not a bag of disconnected ideas.
Bring us one messy workflow.
We'll tell you where the friction is, what should stay human, and whether automation is worth doing.