What to bring to your automation consultation
A useful automation conversation starts with your real process. Bring one repeatable task, the tools involved, and a clear picture of the result you want.
Show a real example
Bring a typical enquiry, document, or task with confidential details removed. Explain what starts the work and what your team does next.
List the systems involved
Note where information arrives, where it is copied, and where the final result belongs. Include any approvals or exceptions that require a person.
Define the result you want
Describe what a better workflow would do. Choose a useful measure such as fewer manual handoffs or a shorter time to prepare a response.
Start with one process
You do not need to automate everything at once. A focused first workflow makes it easier to agree on scope and test the result.