Free tool · For the people who own the work

Workflow Opportunity Diagnostic

Bring one workflow. Leave with a decision you can explain.

Find where AI or simpler automation could help. Get a visual brief with the options, assumptions and next useful test, ready to discuss with your team.

Assess my workflow See an example

Free report and PDF. No email required. Estimates and unknowns welcome.

One workflow. Different kinds of improvement.

01Capture the requestSimplify

02Check required inputsUse rules

03Draft changesTest AI assistance

04Approve the resultHuman decision

Illustrative workflow pattern. Your map starts with the work you describe.

Different teams. The same decision standard.

Define the work, compare effort and outcomes, bound the system's authority and reinvest capacity. Team-specific prompts help you test the difficult cases.

Sales

Personalised follow-up

Test approved drafts against CRM templates; track qualified replies as well as time.

Explore the Sales example

Finance

Invoice reconciliation

Start with matching rules, investigate exceptions and retain independent approval.

Explore the Finance example

Talent & Web

Candidate evidence and shortlists

Separate preparing evidence from deciding who progresses. Redesign automatic exclusions.

Explore the Talent & Web example

Invented examples, not client results. The questionnaire also includes Web & design, Content & marketing and a general context. Your team name never determines the recommendation.

Download all three example briefs (PDF)

Five decisions before a pilot.

A clear next step needs more than an automation score. Make the reasoning visible.

Value

What should improve, and what is happening today?

Alternatives

Could a clearer process, template or rule solve it?

Delivery

Can the data, systems and people support the change?

Control

Who owns permissions, errors and recovery?

Evidence

What is known, assumed or worth testing next?

Inside the brief · Invented example

52 hours looks promising.
16 hours changes the decision.

AI could release 52 hours a month versus this example's current process, but only 16 more than templates and rules. A small increase in review effort reverses the choice.

Inspect the assumptions

Monthly active effort plus upkeep. Illustrative figures, not client results. Setup and waiting time excluded.

Efficiency creates an opportunity for effectiveness

Put released human capacity to better use.

Reduce routine effortRelease capacityReinvest human timeImprove decisions & feedbackImprove the workflow

People can use the time to examine difficult cases, make better decisions and improve instructions, checks and exception handling.

Your brief includes a capacity reinvestment plan: where the time could go, who protects it and how to measure whether the operation becomes more effective.

A useful next conversation

A brief your director can examine.

Start the diagnostic

For Sales, Finance, Talent, Web, Content and cross-functional operations. The recommendation may be AI, rules, process improvement, further evidence or keeping the current approach.