Goal: Find one workflow you can automate this week without new tools or committee approval. Map it on paper first, test it manually, then automate.

• Table of Contents (click on these toggles to expand)

How to Use This Guide

This guide walks you through auditing a workflow and determining if it's ready for automation. You'll map it on paper first - no tools, no tech setup, just understanding the work pattern.

Review this guide (the > symbol you’ll see throughout let you expand various items for deeper insight & guidance) and then download the workbook and fill it in at your own pace.

Time needed: 60-90 minutes for first pass

What you'll need:

• The person who does this work (or does it most often)
• The attached workbook
• Honest answers about how work actually happens

<aside> <img src="/icons/info-alternate_gray.svg" alt="/icons/info-alternate_gray.svg" width="40px" />

Download the workbook:

:drive-icon: Google Doc

Access the Google Doc here →

:ms_word: Microsoft Word

Download here ↓

Workbook_ Workflow Audit.docx

</aside>

Before You Start: Set Context

You need to know what you're looking at before you can audit it.

Fill in:

• Team/function: Who owns this work? (e.g., Sales Ops, Finance, Customer Success)
• Process being reviewed: What's the area? (e.g., Invoice approval, Lead routing, Ticket triage)
• Weekly volume: How many times does this happen per week?
• Team size: How many people touch this process?