Information scattered across tools
How do I turn a messy recurring process into a reusable workflow?
Write down the normal trigger, steps, owners, decisions, and common exceptions. Remove unnecessary handoffs, standardize the repeatable parts, then automate only after the process is understandable. Keep a path for unusual cases that do not fit the normal flow.
What to check
- What starts the process?
- Which steps are the same every time?
- Which exceptions need a different path?