Automation discovery workshop and process map
Map a client's current process, list where it breaks, score automation candidates and agree which one to build first.
- Industry
- IT Services, MSPs and Dev Shops
- Team
- Operations
- Use case
- Project management
Template preview
Overview
What this template supports
A discovery workshop write-up for an AI implementation and no-code automation firm. It maps the client's current process as a flowchart, lists pain points with who feels them, scores automation candidates on frequency, time saved, complexity and risk, records which steps stay with a person, and recommends a first build with next steps. Time and frequency figures are labelled as workshop estimates, not committed savings.
- Current-process flowchart
- Pain points table
- Scored automation candidates table
- Human approval points callout
- Recommended first build summary
- Next-step checklist
How to use this template
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Map with the people who run it
Draw the current process with front-line staff and confirm it with them afterwards.
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Score candidates the same way
Use one method for frequency, time saved, complexity and risk, and record it.
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Name what stays manual
Agree which decisions stay with a person before recommending the first build.
Frequently asked questions
What does Automation discovery workshop and process map help me do?
Map a client's current process, list where it breaks, score automation candidates and agree which one to build first.
What is included in this template?
It includes Current-process flowchart, Pain points table, Scored automation candidates table and Human approval points callout.
Who is this template designed for?
It is designed for Operations teams working in IT Services, MSPs and Dev Shops.
What should I review before using this template?
Draw the current process with front-line staff and confirm it with them afterwards. Use one method for frequency, time saved, complexity and risk, and record it.
Are the time savings a commitment?
No. They are workshop estimates until the build is scoped and measured after launch.
Can I add this template directly from the gallery?
The gallery provides previews and public links. Adding a copy directly to your workspace from the gallery is not available yet.