Workflow Review
Before choosing an AI tool, map the task.
A useful implementation begins with a clear picture of what currently happens, who is involved, what information is used, and where time is lost.
Workflow worksheet — six questions
What starts the task?
What information is needed?
What work is repeated?
Where does the process slow down?
What requires human judgment?
What should the final result look like?
The process
How a review works
Initial conversation
Understand the business, the task, and the current problem.
Process mapping
Document the steps and identify repeated work.
Opportunity review
Determine whether ChatGPT, templates, automation, or a simpler process would help.
Recommendation
Present a practical plan with priorities.
Implementation
Create and test the selected workflow.
Training and refinement
Teach the user and improve the workflow based on real use.
Preparation
What to bring to the first conversation
The more specific the information, the more useful the review. Even rough notes are helpful.
A small pilot is often better than a large AI project.
Starting with one specific task makes it easier to measure whether the approach is working before expanding it.