What makes a workflow worth automating?
Hydamedia · Planning worksheet

Choose a request your team completed this week. With the person who handled it, reconstruct the input, the decisions and the final handoff on one page.

1. Name its input and completed outcome.
Your notes:


2. Record the owner and existing tools.
Your notes:


3. List three exception cases.
Your notes:


4. Agree one measure and a manual fallback.
Your notes:


A concrete output to aim for
A workflow candidate brief: trigger, inputs, accountable owner, completed outcome, three exceptions and a baseline measure.

Decisions to discuss
If the inputs and finish are clear, discuss a single-workflow pilot. If decisions change with every request, begin with process mapping and approved rules.

Current tools:
Workflow owner:
Questions for discovery:

Use general examples. Keep confidential customer information out of an initial enquiry.