Free tool · 7 questions · Private to your browser
Most automation programs stall by starting with the wrong workflow — too many exceptions, the wrong system of record, or a late constraint. Seven questions identify where to start and what to examine in a Workflow Opportunity Map.
Your answers are evaluated in your browser and are not transmitted. The recommendation is an input to a Workflow Opportunity Map — not a scoped proposal.
Your routing
How to read your result
A self-guided way to identify whether your situation calls for a diagnostic first, which bounded workflow deserves attention, and what to bring into a Workflow Opportunity Map. It names the answers that drove the route so the logic is transparent.
Not a scoped proposal, a price, or a commitment. It cannot see your exception rates, your integration surface, or what your compliance team will actually approve — the three things that most often re-order the “obvious” starting workflow. Scoping happens in the engagement, against reality.
FAQ
Nowhere. The finder evaluates your answers locally in your browser. To request a Workflow Opportunity Map, use the intake form on the contact page. The Site does not transmit your answers; do not send regulated data through the intake form.
Three signals shape the recommendation: workflow clarity, system clarity, and measurable operating cost. Every result routes through the Workflow Opportunity Map before any build decision. Regulated-data answers identify constraints to examine in that map; they do not create a separate path.
Because a menu is not a recommendation. The catalog of workflow patterns we maintain is a discovery instrument, not a storefront — what matters is which single workflow reaches production first in your environment, under your constraints. Sequencing is most of the value; a list would hide it.
Use the result as an input to a Workflow Opportunity Map. The map examines the workflow, systems, data boundaries, decision rights, and success measure before any later engagement is proposed. There is no automated follow-up sequence.
Next step
Bring the workflow this tool surfaced — or the one it ruled out — into a Workflow Opportunity Map. The map determines whether it is the right first workflow and defines the operating, evidence, and measurement requirements that would govern any later work.