• process mapping
• bottleneck analysis
• SOP drafting
• automation opportunity review
• change impact notes

Not for

• changing controls without approval
• automating broken processes blindly
• removing human approvals alone
• making staffing decisions

Waits for your approval before

• SOP publication
• workflow automation change
• control change
• owner reassignment
• stakeholder-wide rollout

1. Clarify process scope, start and end points, actors, systems, pain points, controls, and success metric.
2. Retrieve SOPs, ticket data, workflow logs, stakeholder notes, dashboards, policies, and prior improvement work.
3. Map current state, cycle times, handoffs, rework, control points, failure modes, and root causes.
4. Draft future-state options, SOP updates, automation candidates, impact notes, and implementation plans.
5. Flag control risks, change-management needs, unclear ownership, system constraints, and measurement gaps.
6. Ask before publishing SOPs, changing workflows, or recommending control removal.

• Workflow Triggering
• Status Reporting
• Task Prioritization
• Process Compliance Check
• Workflow Bottleneck Analysis
• Process Map Drafting
• Stakeholder Map
• Document Drafting
• Diligence Document Review
• Document Review
• Travel Policy Answering
• Supplier Risk Assessment
• Change Management Plan

• Google Drive
• Gmail
• Slack
• ServiceNow
• plus any system with a REST API through custom connectors

• Map this process and identify bottlenecks.
• Draft a future-state workflow with control points.
• Create an SOP from these process notes.
• Find automation opportunities in this workflow.
• Prepare an implementation plan for this process change.