Process

Process

A clear path from messy workflow to useful automation, with cleanup and ownership handled before build work expands.

Step 1

Map the workflow

We document the current process, tools, owners, and handoffs before suggesting automation.

Step 2

Clean the inputs

We identify the fields, source tools, and review points that need to be reliable first.

Step 3

Build the first flow

We create a focused automation for a repeatable task with clear rules and useful alerts.

Step 4

Test with owners

We run the workflow with the people who own it and adjust the edge cases they actually see.

Step 5

Handover and improve

We document how the workflow works, who owns it, and where to expand next.