Choose the right first workflow to automate.
One expert-led day with the people who know the work. Surface the friction, compare the opportunities, select the first workflow and map it properly.
Price: $2,500 CAD for one day on site, plus expenses at cost. The Decision Pack follows within 48 hours.
Your best people are carrying work that does not need their judgment
They copy information between systems, chase updates, prepare the same context and hold fragile processes together by memory.
The problem is rarely a lack of tools. The workflow has not been understood well enough to decide what should be automated, what should stay human and what should happen first.
AI and automation are not interchangeable
AI is probabilistic. It is useful for work such as classification, extraction, summarization and drafting when uncertainty is acceptable and review is designed in.
Automation uses visible triggers, conditions, rules, integrations, approvals and exception paths. It is deterministic, testable and trackable.
Strategy Day does not force AI into the answer. It starts with the work, then chooses the right mechanism.
How the team chooses the right first workflow
Cross-functional employees put their real workflow pains on the wall. The work becomes visible, comparable and discussable.
The room evaluates impact, frequency, readiness, risk, rules, exceptions and where human judgment must remain.
The team selects one workflow, then maps how it actually runs. Flowgrammer guides the method and keeps the decision grounded.
What the working day includes
- Before: 15 to 20 minutes of prework for each attendee, including three to five workflow pains and a real artifact.
- Morning: automation instruction, pain mapping, clustering and the priority screen.
- Noon: the room selects the first workflow. One leader can break a tie.
- Afternoon: the people who touch the workflow map its trigger, steps, rules, systems, decisions, exceptions and human gates.
- Within 48 hours: Flowgrammer delivers the Decision Pack.
What the Decision Pack contains
- The first workflow the team selected and why it won.
- A current-state map grounded in how the work actually runs.
- An initial automation concept with rules, human gates and exceptions.
- A first, next, later roadmap for the remaining opportunities.
- Directional hours and dollars without a fabricated business case.
- Named owners, next actions and a date.
Who this is for
If you only send managers, do not book the day.
- An established Canadian B2B team with several meaningful automation opportunities and no defensible first priority.
- Six to twelve people who touch the work.
- One leader who can break a tie and stay through the noon decision.
- Real workflows, artifacts and access to the people who understand the exceptions.
What the day is not
The build is a separate decision after the team has chosen and mapped the work.
- Not a software demo.
- Not a list of AI ideas.
- Not a headcount exercise.
- Not a production build.
- Not a promise that every workflow needs AI.
Price and next step
$2,500 CAD for one day on site, plus expenses at cost.
The first step is a 30-minute fit call. We confirm the team, the decision-maker and the purpose of the day. Then we lock a date and send the prework.