Workflow Automation Planning
We take a recurring task apart: what starts it, which information it needs, who makes decisions and where it ends. The result is a defined automation plan instead of an unclear instruction to “automate everything.”
Task frequency, source data, existing tools, handoffs and steps that currently depend on manual follow-up.
Triggers, decision rules, required approvals and the points where incomplete information needs a person.
A practical sequence of proposed steps, integration requirements and priorities for implementation.