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Part 6 of 6 · Process mapping and automation

Checklist — Process mapping and automation

What a 2, a 3 and a 4 look like for your core workflows, and how you know you've earned a 4.

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The Score rates this checkpoint from three questions: whether your core workflows are written down, what would happen if your main operator was out for two weeks, and how your weekly trading report gets made. This is what each rating looks like in practice.

0 or 1: not started, or ad hoc

  • Workflows live in people’s heads, or a few are scattered across docs and messages.
  • If the main operator was out, most things would stop, or only the urgent work would get done, slowly.
  • There’s no weekly report, or it’s pulled together from exports when someone has a spare few hours.

A 2: in place, not connected to AI

  • Your core workflows (product launch, promo, restock, weekly reporting) are written down as step-by-step docs the team follows.
  • Someone else could follow the docs and keep things running.
  • The weekly trading report uses a fixed template, filled in by hand every week.
  • Each workflow has an owner who keeps its doc up to date.

A 3: connected, used sometimes

Everything in a 2, plus:

  • Some steps in your workflows run through AI connected to your tools.
  • Someone else could run the main workflows, with AI doing part of the work.
  • Some weeks, AI pulls the trading report together from your connected tools.
  • The human steps in each workflow are marked, so it’s clear where AI stops.

A 4: connected, and part of how work gets done

Everything in a 3, plus:

  • Your core workflows run end to end through AI connected to your tools.
  • Anyone on the team could run every core workflow through AI and get the same result.
  • Every week, AI produces the trading report from your connected tools. You read it and act.
  • When a tool or a step changes, the map changes with it.

You’ve earned a 4 when…

  • Your main operator can be out for two weeks and nothing important slips.
  • A new operator can run a product launch from the map, with Claude, and get it right.
  • The weekly report turns up on time, every week, without anyone building it.
  • Nothing in the business depends on one person remembering how it’s done.

Next: that’s the last track. Take the Score again to see where you stand now.