Walk your calendar, inbox, CRM, and support threads to enumerate daily and weekly processes. Capture what starts each process, which tools touch it, hidden checks you do by habit, and how completion is verified. Real observations beat assumptions and keep future automations grounded.
Phrase every workflow as when‑this‑then‑that statements, including exception paths. Identify primary triggers, required data fields, acceptance criteria, and observable outcomes. If a customer would notice failure, mark it high risk. Your clarity now prevents brittle chains and supports durable, independent improvements later.
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