Map one repeated task before you automate anything.
Start with the bottleneck. The Studio structures the inputs, recommends a limited first workflow, distinguishes AI-assisted work from human approval, and gives you a measurable test plan.
Build your workflow blueprint
No email is required for the initial result. Do not enter private customer data or credentials.
Your workflow blueprint
Four-step workflow map
Your current weekly workload
Add occurrences and minutes above to calculate your current estimated workload.
Required human approval
A limited supervised test will appear here.
Keep the test limited. Review quality, exceptions, and measurement before adding automation.
Use this as a test target, not a guaranteed business result. Include both speed and quality or safety.
View full blueprint details
Why this is the best first workflow
Inputs and missing information
Risks and escalation
Guardrails
Measurement details
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Readiness is evaluated inside the workflow
Earlier standalone diagnostics have been consolidated into the Studio. Readiness is now practical: does the task repeat, are the inputs understandable, is there a named reviewer, can exceptions be escalated, and can the result be measured?
A recommendation is a planning draft. It is not permission to connect systems or act on a customer record.
Bring the structured blueprint into a real review.
Marc checks the recommendation against your actual process, tools, risks, and implementation constraints.