Plan a useful automation before you buy one.

1. 01

   Automation Opportunity Map

   What it helps you do

   Recognise a recurring business situation through one Planning pattern before discussing tools or implementation.

   What you get

   Seven business areas with one readable Planning pattern from each. A Markdown catalog of 100 public-safe Planning patterns. A spreadsheet-ready CSV with the same allowlisted fields.

   When to use it

   Use it when the team knows work feels repetitive but has not agreed which workflow to examine first.

   Open the opportunity map

2. 02

   Workflow Mapping Kit

   What it helps you do

   Make the current workflow and its decision boundary visible before choosing an automation design.

   What you get

   An eleven-step blank workflow board. A fully worked, sanitized shared-inbox example. Markdown and spreadsheet-ready CSV versions.

   When to use it

   Use it after selecting one recurring opportunity and before writing requirements or connecting tools.

   Open the mapping kit

3. 03

   AI Automation Brief

   What it helps you do

   Turn a sanitized workflow map into a reviewable implementation brief without asking an AI tool to create an autonomous agent.

   What you get

   A visible, copyable prompt that works without an account on this site. A structured brief covering boundaries, decisions, records, exceptions, fallback, owner, and measures. A downloadable Markdown copy of the same prompt.

   When to use it

   Use it when the current workflow is understood well enough to define a small, testable preparation step.

   Open the brief prompt

Not ready to choose a workflow? Use the Automation Self-Assessment.