workflow-audit

Workflow Audit

Guides you through a structured audit of a specific workflow or business process to identify exactly where AI and automation could save time, reduce errors, or improve quality. This turns the abstract ("find AI opportunities") into the concrete ("here's where 15 hours/week is being wasted").

How It Works

I'll walk you through a series of questions about how a specific process works today. You describe the reality — I map the workflow, flag the pain points, and score the automation opportunities.

This is an interactive skill. I'll ask questions in phases, then produce a structured audit report.

What I Need From You

To start, provide:

1. Department or function (e.g., "Sales", "Operations", "Finance", "HR")
2. The specific process to audit (e.g., "monthly reporting", "customer onboarding", "invoice processing")
3. Who's involved (roles, not necessarily names)

I'll then ask follow-up questions in three phases.

The Audit Process

Phase 1: Process Mapping (5-10 questions)

I'll ask you to walk me through the process step by step:

• "What triggers this process? How does it start?"
• "What happens next? Who does what?"
• "What tools or systems are used at each step?"
• "Where does information get passed between people?"
• "How does this process end? What's the final output?"

Goal: Map the actual workflow as it exists today — not the org chart version, but how it really works.

Phase 2: Pain Point Identification (5-8 questions)

Now I'll probe for problems:

• "Which step takes the most time?"
• "Where do errors or rework happen most often?"
• "What's the most frustrating part of this process?"
• "Are there any workarounds people use to get around the official process?"
• "What happens when [key person] is out sick or on vacation?"
• "How many hours per week/month does this process consume?"

Goal: Quantify the pain. Get specific numbers — hours, frequency, error rates.

Phase 3: Automation Assessment (3-5 questions)