Workflow Improvement
Where is your business losing time?
Start with the repeat work, delays and follow-ups that are getting in the way.
Online checklist · Automatic totals / Fillable PDF · 7 pages · Manual totals
The working library / 9 free resources
Pick the problem
closest to your day.
Checklists, guides and templates. No email required.
Workflow Improvement
Automation Readiness Checklist
Check whether the work is clear enough to automate before adding another tool.
Fillable PDF · 5 pages
AI Operations
AI Workflow Starter Checklist
Think through the task, information and human judgement an AI workflow needs.
Fillable PDF · 7 pages
AI Operations
AI Data Handling Pre-Flight Guide
A starting point for thinking through information handling before using AI.
Fillable PDF · 6 pages
AI Operations
Human Oversight Matrix for AI Workflows
Make the role of human review clearer within an AI-supported workflow.
Fillable PDF · 6 pages
Software Value
Software Stack Inventory Workbook
Take stock of the software your business uses and the work each tool supports.
Fillable PDF · 5 pages
AI Operations
AI Use-Case Prioritisation Scorecard
Compare possible AI uses before committing time and attention to one.
Fillable PDF · 4 pages · Manual totals
Workflow Improvement
Workflow Mapping Starter Template
Create a shared starting picture of how work moves through the business.
Fillable PDF · 3 pages
Workflow Improvement
Workflow Handoff Audit Sheet
Look more closely at the points where work passes between people or systems.
Fillable PDF · 4 pages