Workflow Clarity Worksheet
Answer these 9 questions about one workflow you want to improve. You'll use these answers to get a Workflow Clarity Score.
Once complete, visit easyaiagents.io/clarity, click Paste completed answers, and paste your filled-in worksheet to get your Workflow Clarity Score.
Question 1 of 9
What kind of business are we in, and what workflow should we improve?
Example: Residential cleaning business, missed-call handling and quote follow-up.
Answer:
Question 2 of 9
What result should happen at the end of this workflow?
Examples: Appointment booked, lead qualified, quote sent, invoice processed, CRM updated.
Answer:
Question 3 of 9
What triggers the workflow, and where does it end?
Example: Starts when a customer calls or submits a form. Ends when they are booked and the CRM is updated.
Answer:
Question 4 of 9
What are the main steps today?
List the rough sequence from start to finish.
Answer:
Question 5 of 9
How often does this happen, and roughly how much time does it take?
Example: 20 times per week, around 8 minutes each.
Answer:
Question 6 of 9
What systems, documents, or data does this workflow rely on?
Examples: Email, phone, CRM, calendar, Google Sheets, website forms, job management system, pricing sheet, internal SOPs.
Answer:
Question 7 of 9
Where does this workflow usually get messy?
Examples: Missing information, pricing varies, customer changes mind, approval required, staff judgement needed, edge cases, systems do not match.
Answer:
Question 8 of 9
What should AI be allowed to do?
Circle one option below.
Answer:
Complete task with approval
Complete low-risk tasks automatically
Question 9 of 9
What should AI never do in this workflow?
Examples: Give final pricing, handle complaints, approve refunds, send messages without approval, make legal, financial, or HR decisions.
Answer: