Direct answer
The free workflow mapper is a three-question orientation tool already available on the AutomateFlow homepage. It uses categorical answers and deterministic rules to return a preliminary system direction, a relevant solution page, and a guide.
It does not use an AI model to decide the recommendation. It does not inspect your systems, documents, integrations, permissions, or data. The result is a working hypothesis to verify against one real workflow.
Open the free workflow mapper.
The three questions
1. Where does work get stuck most often?
Choose one area: sales and lead handoffs, operations and delivery, finance and administration, customer support, or “I’m not sure yet.” This answer gives the result operational context but does not select the recommendation branch.
2. Which pattern best describes the problem?
Choose one pattern: the same data moves between tools, people chase approvals and status, emails or documents need manual interpretation, nobody sees the whole process, or exceptions keep breaking the normal flow.
This answer selects the recommendation through a fixed mapping. There is no score, prediction, or model-generated ranking.
3. What would make fixing this valuable now?
Choose one desired outcome: recover time, reduce mistakes and operational risk, respond to customers faster, scale without more repetitive work, or gain visibility and control. This answer records the priority that should be tested later; it does not change the recommendation branch.
Deterministic recommendation logic
Swipe or scroll to compare the columns.
| Selected problem pattern | Preliminary direction | Relevant reading |
|---|---|---|
| The same data moves between tools | Rules-led deterministic automation | Connecting spreadsheets to CRM and ERP |
| People chase approvals and status | Automation with visible state and human approval | Automation or an operational application? |
| Emails or documents need interpretation | Bounded AI with confidence thresholds and human review | Spreadsheet security and access risks |
| Nobody sees the whole process | A shared operational application | Automation or an operational application? |
| Exceptions break the normal flow | A hybrid system with safe stops, an exception queue, and controlled recovery | Which spreadsheet workflows to automate first |
The mapper shows all three selected answers in the result. Only the second answer chooses the predefined recommendation. The first and third answers remain context for validation and for a consultation if you decide to continue.
What the result can conclude
The result can identify a reasonable starting direction for further investigation. It can distinguish a likely rules-and-integration problem from an approval, interpretation, visibility, or exception-design problem. It can also point to the matching solution explanation and guide.
The result is useful for forming a first hypothesis and for naming the questions that remain open.
What the result cannot conclude
- Whether existing standard software already solves the problem.
- Whether an API, connector, permission, or stable identifier is available.
- Whether the data can be used for the proposed purpose.
- Whether AI, automation, integration, or custom software is feasible or safe in the real workflow.
- The required architecture, implementation scope, provider, cost, delivery date, or maintenance effort.
- Savings, revenue, response speed, accuracy, compliance, or return on investment.
- Whether the selected category reflects every exception and responsibility in the current process.
The mapper is not an audit, assessment, proposal, legal review, security review, or compliance decision.
Privacy boundary
The three mapper questions request category selections, not free-form process descriptions, documents, credentials, customer data, or production configuration. Do not put secrets, sensitive data, regulated information, internal URLs, prompts, or confidential documents into any public website route.
If you continue from the result to the consultation flow, the selected area, problem pattern, and desired outcome can be included in the workflow-review summary. Review the privacy policy before submitting contact information or scheduling.
Working artifact: mapper preparation sheet
Complete this sheet outside the website before opening the mapper. Keep the notes at process level and leave confidential values out.
Swipe or scroll to compare the columns.
| Check | Process-level note |
|---|---|
| One workflow to examine | |
| Where it most often waits or fails | |
| The most frequent problem pattern | |
| The accepted outcome | |
| The person who owns the workflow | |
| The system of record for important state | |
| The most costly exception | |
| Information that must remain private |
After receiving the recommendation, add three questions: What evidence would confirm this direction? What dependency could block it? Who can approve the next investigation?
Proportionate next steps
- Open the free workflow mapper and choose the closest categories.
- Read the guide linked by the recommendation and compare it with Automation or an operational application?.
- If the workflow still has unclear owners, systems, or exceptions, use Operational diagnosis and digitalisation strategy.
- If you can describe one real workflow safely at process level, request a consultation.
Do not send credentials, customer data, documents, production exports, or internal configuration when asking for the next step.
Related AutomateFlow pages
- Free workflow mapper
- Automation or an operational application?
- AutomateFlow methodology
- Request a consultation
Material history
Initial public version or material revision.
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