Process fit review
Start with a job your team knows.
We start by mapping what triggers the work, where it happens, what must pass, and where people decide. That gives both teams enough to assess fit.
We build your handbook together, configure the employee’s access and computer, and work through a real example.
Map the work and the human decisions.
The review surfaces responsibility, limits, and open questions before setup begins. Add connected playbook steps where the job needs them; a role can start with instructions and an assignment.
Trigger
The event, request, or schedule that starts the job.
Role
The named agent responsible for carrying the job forward.
Systems
The code, tools, services, and records the agent needs to use.
Checks
The tests, reviews, and acceptance criteria that the work must pass.
Finish line
The result that the process owner can inspect and accept.
Human decisions
The points where a person approves, redirects, rejects, or takes over.
A useful starting point
Bring a job with a clear owner and a visible result.
You do not need a finished automation specification. Start with the work your team already recognizes. We’ll build the handbook with you and choose the procedures, connections, and human decisions that suit the job.
- The job has a recognizable start and a result someone can inspect.
- It is recurring work your team can explain with a real example.
- You can identify the instructions and systems the employee needs.
- Your team can name the decisions that should remain with people.
- A process owner can provide representative work and scoped access.
Tell us about the process you want assessed.
A short description of the trigger, systems, finish line, and human decisions is enough for a fit review.
Bring us a processPrefer a general question? Contact the team