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Workflow Mapping Before Automation

Workflow Mapping Worksheet

Map the trigger, handoffs, owners, delays, and outputs before you decide whether automation or custom software is the right fix.

Workflow outline
Step 1

Capture the work as it really happens, not as the process diagram says it should happen.

Step 2

Capture the work as it really happens, not as the process diagram says it should happen.

Step 3

Capture the work as it really happens, not as the process diagram says it should happen.