Section 1
Start with a real trigger
Choose one event that begins the process, such as a new enquiry, a service request or a completed payment. Record where the information comes from and who notices it today.
Wavoxi resource
How to Map a Business Workflow Before Automating It
Good automation starts with a clear process. Mapping the current workflow makes it easier to spot repetitive work, risky decisions and the right points for a person to stay involved.
Section 2
Write down each handoff
Follow the work from the first message to its outcome. Note the people, tools, copied data, waiting periods and decisions at each step. Include exceptions rather than documenting only the ideal path.
Section 3
Separate rules from judgment
Rules with clear inputs and outcomes are often good automation candidates. Ambiguous, sensitive or high-impact decisions should have an explicit human review or escalation step.
Section 4
Choose a small first release
Automate a bounded part of the workflow, measure whether records and handoffs are reliable, then expand. Agree what should happen when data is missing, an integration fails or the agent is uncertain.
15 — Start
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