Workflow Mapping Template
Clarify before you optimise.
Before introducing automation or AI tools, you must understand the existing workflow.
This template prevents scaling inefficiency.
When To Use
When To Use
- Before adopting automation tools
- When tasks feel repetitive or unclear
- During team handovers
- When errors are increasing
- Before delegating work
TEMPLATE STRUCTURE
Step 1 → Trigger
What starts the process?
What happens first?
What happens first?
Step 3 → Owner
Who is responsible at this stage?
Step 4 → Tool Used
What system or tool supports this step?
Step 5 → Output
What is produced at the end?
Why It Works
- Exposes hidden inefficiencies
- Clarifies accountability
- Prevents automating broken systems
- Makes improvements measurable