Free resource · 2-page PDF
The Workflow Teardown Worksheet.
Before you automate anything, you need to know what is actually automatable. This is the worksheet we use to take a recurring workflow apart, step by step, and sort each one into the part a machine runs for free and the part a person should still own.
You run the same process over and over
Onboarding, follow-up, reporting, eligibility, scheduling - work that feels manual but follows rules.
You suspect software could do most of it
But you are not sure which parts are genuinely automatable and which still need a person.
You want clarity before spending a dollar
The worksheet gives you the map. The free diagnostic and a call are there when you want the build.
Free worksheet · 2-page PDF
Map your own workflow in 10 minutes.
The same teardown we run for clients, as a worksheet you can do yourself. Pick one recurring process, sort each step, and see how much of it could run as deterministic software at near-zero cost.
- The 3-bucket method (Rule / AI / Human) for sorting any recurring workflow
- A printable step-by-step teardown table you fill in for your own process
- A simple way to score how much of your workflow is already just software
- The exact lens we use in our paid Workflow Diagnostic — yours to keep