Process Mapping Intake

Map one workflow. Quantify what it costs your team. Know whether it's worth automating.

This takes about 10 minutes. Pick the workflow that costs the most time, creates the most complaints, or keeps getting skipped. One process at a time is the right pace. We'll use this to build your roadmap before a follow-up call.

Step 1 of 6 The process

The process

Start with the workflow that costs your team the most time or creates the most frustration.

What do you call this process? *

Which department or function owns it? *

What kicks this process off? *

Describe what happens from start to finish.

2–3 sentences is enough. Write it how you'd explain it to a new hire on their first week.

Easier to talk through it?

Process Mapping Intake

The process

Time & volume

Systems & tools

Consistency

What breaks

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