Workflow map
A clear view of the steps, people, systems and handoffs involved in the current process.
Automation Readiness
Know what is worth automating before you build.
Review the workflow before adding more tools.
BaseLayer reviews the workflow, handoffs, data, tools and ownership behind a process so the business can decide what should be automated, what should be cleaned up first, and what is not worth building.
Problem
Bad automation makes messy work faster.
Automation is useful when the process is understood. If the workflow is unclear, the data is unreliable or no one owns exceptions, automation usually hides the problem until it fails.
Review areas
Workflow areas worth checking.
Repetitive manual work
Approval flows
Lead routing
Invoice/admin workflows
Staff onboarding
Reporting workflows
Customer/job status updates
Compliance reminders
Document processing
CRM updates
Deliverables
What you receive.
The output helps the business decide whether to automate, clean up the process first, or avoid building something that will not be used.
Bottleneck list
The points where work slows down, gets duplicated, gets missed or needs manager chasing.
Automation opportunity shortlist
A practical shortlist of what is worth automating and what should be left alone for now.
Risk and exception notes
Where the workflow needs approval points, human review, error handling or better source data.
Minimum useful automation recommendation
The smallest useful build that would reduce manual work without hiding the process.
Ownership and handover notes
Who should own the workflow, monitor exceptions and keep the process documented.