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

1. Name the workflow in plain language.
2. Write the trigger that starts it.
3. List every actor and system involved.
4. Mark handoffs, approvals, and waiting states.
5. Identify the first automation candidate only after the workflow is visible.