01
Diagnose
Understand the workflow, documents, decision points, risks and users.
Method
Structure before automation.
01
Understand the workflow, documents, decision points, risks and users.
02
Define what the system should and should not do.
03
Organise documents, prompts, inputs, outputs and review points.
04
Create the workflow, copilot or knowledge system with lightweight, practical tools.
05
Use concrete cases, edge cases and failure modes.
06
Make the system understandable and transferable.
07
Deliver the system with usage rules, notes and next steps.