Existing-workflow audit
Find where an existing process loses time or quality before deciding what to replace.
This tool prepares a request for your agent to create the final document. A rough description is enough. Leave unknowns blank; the exported instructions ask your agent to clarify or inspect them. Nothing here calls a model, uploads files, or saves your entries.
A rough sequence is enough. Name the tools you already use.
Focus on the work you want to stop doing or improve.
List current input, current output, and any desired output. Attach actual files separately.
Working tools, responsibilities, boundaries, and required review.
What this template helps your agent work out
- Begin with evidence: list what you inspected, what was unavailable, and what each source establishes. Do not infer file contents from filenames.
- Map the current process and identify repeated transcription, waiting, errors, rework, and required judgment. Separate measured costs from estimates.
- Compare improvements using existing features, small integrations, fixed workflows, and agent-built tools. Do not assume a rewrite or an agent is necessary.
- Rank opportunities by desired user experience, time saved, quality, reliability, implementation effort, and maintenance. Expose recurring manual work in every option.
- Recommend one bounded experiment with baseline, acceptance evidence, and rollback. This audit is a recommendation, not permission to change systems.
Review your request
Copy or download this request and give it to your agent with relevant files. The agent inspects the context and drafts the final document for your review. Do not install this request as project instructions.
What next?
Give the draft and relevant workflow files to your agent. Ask it to separate confirmed facts, assumptions, and proposed choices, then review the result.