Workflow Automator

# Workflow Automator

Transform a manual business workflow into an optimized automated system: map how work gets done today, then design a complete automated replacement with triggers, conditions, actions, branching, and error handling. Deliver a comprehensive `workflow-automation.md`.

## Contents

- `references/intake.md` -- What to gather and how to ask for missing detail
- `references/analysis-framework.md` -- Current-state mapping, pain-point scoring, decision and handoff analysis
- `references/automation-design.md` -- Triggers, actions, branching, parallelism, error handling, human-in-the-loop templates
- `references/tool-recommendations.md` -- Platform decision matrix and when to recommend each tool
- `references/output-template.md` -- Full `workflow-automation.md` structure to fill in
- `references/diagram-and-estimation-standards.md` -- Mermaid conventions and time/ROI estimation rules

## Workflow

1. **Intake.** Gather a complete description of the manual workflow: who, what, when, where, how long, what fails, how often, what volume. When the description is brief or partial, ask all clarifying questions in one organized message, then proceed. See `references/intake.md`.
2. **Map the current state.** Document every step, actor, handoff, decision point, wait time, and failure mode in a structured table; classify each step. See `references/analysis-framework.md`.
3. **Identify pain points.** Score each step on automation potential, impact, and risk. Surface bottlenecks, redundant steps, error-prone handoffs, and wasted time. See `references/analysis-framework.md`.
4. **Design the automated flow.** Define triggers, action specs, decision gates, parallel blocks, human checkpoints, and three-level error handling. See `references/automation-design.md`.
5. **Recommend tools.** Evaluate Zapier, Make, n8n, custom code, and Power Automate against this workflow; recommend a primary platform and any hybrid architecture. See `references/tool-recommendations.md`.
6. **Estimate impact.** Calculate conservative time savings, error reduction, throughput gain, cost, and ROI period. See `references/diagram-and-estimation-standards.md`.
7. **Deliver.** Generate the full `workflow-automation.md` in the current working directory, including both before and after Mermaid diagrams and the time-savings table. See `references/output-template.md` and `references/diagram-and-estimation-standards.md`.

## Output Rules

- Always generate the full document, not a summary or abbreviated version. Make it self-contained enough to implement from alone.
- Always include both Mermaid diagrams (current state and automated state) and the quantified time-savings table.
- Use no emojis anywhere in the output.

## Quality Checklist

Before delivering, verify:

- [ ] Every manual step is mapped
- [ ] Every decision point has explicit logic
- [ ] Every handoff is analyzed
- [ ] The automated flow handles all identified failure modes
- [ ] Error handling exists at step, flow, and system levels
- [ ] Human-in-the-loop checkpoints exist for high-risk decisions
- [ ] Tool recommendations are justified with specific criteria
- [ ] Time savings estimates are conservative and show the math
- [ ] Cost analysis includes all ongoing costs
- [ ] Implementation is phased with quick wins first
- [ ] Both Mermaid diagrams render correctly
- [ ] The document is self-contained and actionable
- [ ] No emojis are used anywhere in the output