Choose Your First AI Automation Workflow
Choose one worthwhile AI automation workflow, map how it operates, and produce a practical decision pack before you buy software or approve a build.
Find a Workflow Worth Examining
Turn business frustrations into a shortlist of recurring workflows with clear triggers, outcomes, boundaries, and accountable owners.
Map the Current Work
Map one real business workflow through its trigger, inputs, actions, decisions, handoffs, outcome, delays, and exceptions.
Score Value, Readiness, and Risk
Score an AI automation opportunity by business value, operational readiness, and risk without hiding weak evidence in one total.
Decide Where AI, Rules, and People Belong
Assign workflow steps to process repair, ordinary automation, AI assistance, or human judgment using clear decision criteria.
Define the Smallest Useful First Release
Define the smallest useful AI automation release with boundaries, review gates, failure paths, and inspectable acceptance cases.
Measure and Own the System
Complete an AI automation decision pack with a baseline, owner, launch test set, monitoring plan, and 30-day review decision.
What you will work towards
Work through this course to prepare a decision pack for one workflow. The curriculum takes you through a trigger, current-state map, value/readiness assessment, first-release boundary and named owner.
Start with a repeated task, the person who does it and a sanitized example. Use synthetic information while learning when permission to use live records is unresolved.
A practical case to carry through the lessons
An inbox handoff can look expensive because requests wait for a response. Trace the active handling time separately from queue time before deciding which part to change.
Choose AI only for the part that benefits from interpreting unstructured material. Keep a simpler rule or process change when that is enough.
How to know the work is ready for review
Before calling the exercise complete, check that the workflow owner can explain the baseline, the first release and the exception that still needs a person.