Where to start

Start with work that repeats, adds value and can be verified.

Good first workflows are often the repeatable pieces of work where preparation, evidence, judgement and review matter.

Sales preparation

Opportunity briefs, follow-up drafts and proposal checks.

Management information

Recurring summaries, evidence packs and board notes.

Operations support

Customer triage, exceptions and handoff notes.

Reviewable work

Narrow enough to control, real enough to prove value.