Workflow Clarity Map

What you'll get

A short result on what to automate, what to avoid, where humans stay involved, and how to build the first version.

9 questions5 to 7 minutes

Before we start

Have one workflow in mind. Explain it the way you would to someone on their first day, in plain words.

You'll be asked about

the workflow you want to improve
the result you want
how the workflow works today
volume and time
systems and data
where it gets messy
what AI should be allowed to do
what AI should never do

Not the person who knows the workflow best? Copy the questions and send them to whoever owns the process.

The more specific your answers, the sharper your result. Real numbers and examples help most.

Question 1 of 9

What kind of business are you in, and what workflow do you want to improve?

Residential cleaning, missed callsPlumbing, quote follow-upPhysio clinic, appointment booking

Question 2 of 9

What result should happen at the end of this workflow?

Appointment bookedLead qualifiedQuote sentCRM updatedInvoice processed

Question 3 of 9

What triggers the workflow, and where does it end?

Question 4 of 9

What are the main steps today?

List the rough sequence from start to finish.

Question 5 of 9

How often does this happen, and roughly how much time does it take?

Question 6 of 9

What systems, documents, or data does this workflow rely on?

EmailCRMCalendarGoogle SheetsWebsite formsJob managementPricing sheet

Question 7 of 9

Where does this workflow usually get messy?

Missing infoPricing variesCustomer changes mindApproval requiredUrgencySystems don't match

Question 8 of 9

What should AI be allowed to do?

Draft only Recommend next action Complete task with approval Complete low-risk tasks automatically Not sure

Question 9 of 9

What should AI never do in this workflow?

Give final pricingHandle complaintsApprove refundsSend without approvalLegal or financial decisions

Your Workflow Clarity Score

Workflow assessed

Fit score

—/35

Turn this into a build plan

Your score shows where to start. One targeted question gives us the missing detail to produce a practical build plan.

Your plan includes:

Common path Exception rules First version spec 30 day plan Pre-build checklist

The one question that changes your build

We picked this from your specific answers. The more concretely you answer, the more precise your build plan becomes. Name your actual steps, systems, and people.

Re-reading your workflow in full

This builds your full developer-ready plan, so it takes a little longer than the score, usually under a minute. You can leave this open.

Your Full Build Plan

Want us to check whether this is actually buildable?

You've now done the scoping work. Send us your result and build plan. We'll review both and tell you what it would take to implement.

Yours to keep. Hand it to a developer, build it yourself, or send it to us for a review.

Send for review

We'll review your result and reply with what looks buildable, what needs scoping, and what might block implementation.

Thanks. We've received your result.

We'll review it and get back to you within 2 business days.

How the recommendation is made

What you'll get

Before we start

Review your answers before scoring

Your Workflow Clarity Score

Your Full Build Plan

Questions preview