Every process has a version that lives in the documentation and a version that actually happens. The gap between them is usually a handoff: an email forwarded, a spreadsheet updated, a quick message asking “is this done?”

Walk the process with the people who do it

Sit with the person who owns the task and follow one real example from start to finish. Write down every tool they open and every person they contact.

Mark the waiting

Highlight the moments where work sits idle, waiting for a reply or a decision. These are the best places to start, because an agent can prepare the next step while a person decides.

Automate the boring middle

Keep judgment calls with people and give agents the gathering, formatting, and routing in between. The process becomes faster without becoming harder to trust.