Workflow

A workflow is simply the path a piece of work travels - the steps, in order, that turn a starting point into a finished result. A new enquiry becomes a reply, a quote, a booking, an invoice. Every recurring task in your business already has a workflow, whether you have written it down or not.

Why it matters for business

You cannot automate what you have not mapped. Writing out the steps of a task shows you which parts follow clear rules and which need human judgement. The rule-based steps are where automation and AI pay off first, while you keep a person on the parts that need care.

• List the steps a task takes today, in plain language.
• Mark which steps are mechanical and which need judgement.
• Automate the mechanical ones and keep a human check on the rest.