Workflow Mapping Guide

How to take any source document (playbook, SOP, runbook) and map its workflows to the Claude Code agent system.

Overview

When onboarding a new user or role, you need to translate their existing workflows into automatable agents, scripts, and commands. This guide provides the methodology.

See the Executive Partner example for a worked example of this process.


  1. Inventory ──▶ 2. Classify ──▶ 3. Map Tools ──▶ 4. Prioritize ──▶ 5. Credentials ──▶ 6. Scheduling ──▶ Workflow Analysis
  Extract           Auto/Semi/      Gaps              P0/P1/P2          Access              Trigger           Document
  processes         Manual          analysis                            setup               patterns

The 6-Step Process

Step	What You Do	Output
1. Inventory	Extract every process from source docs	Process table per domain
2. Classify	Label each as fully/semi/not automatable	Classification table
3. Map Tools	Check existing tools, identify gaps	Gap analysis table
4. Prioritize	Score and rank with P0/P1/P2	Priority roadmap
5. Credentials	Document access requirements	Credential checklist
6. Scheduling	Decide trigger patterns	Architecture decision

Output

After completing all 6 steps, you’ll have a complete Workflow Analysis Document — use the Workflow Analysis template as your starting point.