AXI-DS01 · Assessment

Workflow Discovery Session

A structured working session on a single operational process: how it runs today, where effort is lost, whether AI assistance is appropriate and which human checkpoints it would need.

Facilitator and operations team mapping a single business process on a whiteboard during a working session

Who this is for

Operations, customer-service or sales leads with one recurring process in mind.

Deliverables
  • One 90-minute facilitated session
  • Written session summary
  • Suitability view for the process reviewed
  • Recommended next step
Boundaries
  • Covers one process only
  • No access to your systems is taken
  • No configuration or build work is performed
Included
  • Pre-session questionnaire
  • Facilitation
  • Written summary
  • Email questions for 7 days
Not included
  • Building or configuring a workflow
  • Third-party software licences
  • Data migration

Human oversight

Every workflow we design answers from sources your team approves, routes anything outside those sources to a person, and keeps a review checkpoint before output is used. Nothing is designed to make a decision on its own.

How human review works