Step 1: Inventory Workflows
Read through the source document (playbook, SOP, job description) and extract every discrete process.
What to Collect
- Every discrete process — a repeatable task with clear inputs and outputs
- Frequency — how often it runs (real-time, daily, weekly, ad-hoc)
- Current method — how it’s done today (manual, semi-automated, tool-specific)
- Dependencies — what data/access/approvals are needed
Output Format
Create a table per domain:
| Process | Frequency | Current Method | Inputs | Outputs |
|---|---|---|---|---|
| Name | How often | How it’s done now | What it needs | What it produces |
Tips
- Aim for atomic processes — each row should be one distinct task
- Group by domain (email, calendar, travel, tasks, etc.)
- Don’t judge automability yet — just capture everything
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