Insights
Before you automate,
describe the work.
Choose one recurring task. Use these four questions to describe how it runs today and what you want to change.
Start with what you know
Four questions
to define the task.
You don’t need a technical specification. A few notes about the work are enough.
See the tasks we can help withWhat starts it?
An email, a file, a request, or a recurring deadline.
What happens now?
List the steps, tools, and places someone copies or re-enters information.
What should come out?
A checked report, a prepared record, or a presentation draft ready for review.
What needs a person?
Missing information, unusual cases, and decisions that need approval.
Start with one process