How We Work
Automation Workflow Mapping
Document the current process, exceptions, decisions, and ownership before automating the wrong steps.
Document the current process, exceptions, decisions, and ownership before automating the wrong steps.
Useful inputs
- Current process walkthrough
- Systems, forms, messages, and data involved
- Known errors, delays, and exception cases
Expected outputs
- Current-state and proposed workflow maps
- Automation opportunities and risk ranking
- Implementation sequence with human review points
Visible decisions and responsibilities
Cloudexa records material assumptions, dependencies, review points, and acceptance criteria. The exact activities are tailored to the project rather than applied as ceremony.