Workflow Analysis Template
Copy this template and fill it in for your specific role. See the Workflow Mapping Guide for the methodology.
Summary
| Category | Count | Automatable | Needs New Build | Existing Tool Fits |
|---|---|---|---|---|
| [Domain 1] | ||||
| [Domain 2] | ||||
| [Domain 3] | ||||
| TOTAL |
Domain 1: [Name]
What the Source Document Requires
| Process | Frequency | Current Method |
|---|---|---|
Existing Tools That Fit
| Existing Tool | Maps To | Gap |
|---|---|---|
New Agents/Scripts Needed
| # | Agent/Script | Type | Priority | Description |
|---|---|---|---|---|
| 1 | [name] | Agent/Script | P0/P1/P2 |
Data Sources Required
| Source | Access Method | Credential |
|---|---|---|
Domain 2: [Name]
Copy the Domain section above for each additional domain.
Priority Roadmap
Phase 1: Core Operations (Week 1-2) — P0
| # | Build | Impact |
|---|---|---|
Phase 2: Expansion (Week 3-4) — P1
| # | Build | Impact |
|---|---|---|
Phase 3: Advanced Automation (Week 5+) — P2
| # | Build | Impact |
|---|---|---|
Credential & Access Requirements
Accounts to Provision
| # | Account/Access | What’s Needed | Who Creates |
|---|---|---|---|
| 1 | Anthropic API key | Claude Code access | Admin |
| 2 |
Environment Variables
# Core
ANTHROPIC_API_KEY=sk-ant-...
# [Integration 1]
# ...
# [Integration 2]
# ...Architecture Decision: Scheduling
| Trigger Type | Approach | Examples |
|---|---|---|
| Time-based | LaunchAgent / cron | |
| Event-based | Webhook / n8n | |
| User-initiated | Slash command |
Decision: [ LaunchAgents / Claude cron / Hybrid / Other ]
Rationale: …
Next Steps
- Provision access (see credential checklist)
- Phase 1 build starts with [highest-priority items]
- Test on historical data
- Pilot alongside manual work for 1 week
- Go live
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