Tools

Workflow Mapping Worksheet

Test one specific process against four questions before automating it -- immediate result, no email required.

Two different people, asked separately, would describe this process the same way.

The process has one clear, specific trigger (e.g. a booking, an inbound lead) -- not "whenever someone gets to it."

There is one specific, repeatable next step after the trigger, not several possible paths depending on who's working that day.

You know the common exceptions to this process and what should happen for each.