Agentive Automations | A ten-minute starting exercise
Choose one recurring task. Use a recent real example. If you do not know an answer, write "unknown" and ask the person who does the work.
Company: __________ Facility or group: __________ Date: __________
Select one: facility reporting / lead follow-up / reservation handoff / operational exception / other: __________
What event starts the work? __________
Who needs the finished result? __________
What counts as finished? __________
| Step | Person responsible | Tool or location | What gets entered or checked? | What happens next? |
| 1 | ||||
| 2 | ||||
| 3 | ||||
| 4 | ||||
| 5 |
Check what happened in this example:
? The same information was entered more than once.
? Someone had to export or combine files.
? Missing information required a follow-up.
? Nobody clearly owned the next action.
? An exception was handled outside the normal process.
? Someone checked a report without a clear decision to make.
? The source of truth was unclear.
Which one created the most work? __________
How do different facilities handle this differently? __________
Occurrences per month: ______
Total active staff minutes per occurrence, summed across people: ______
Monthly active hours = occurrences x active minutes / 60: ______
Optional loaded hourly labor cost, with source: $______ / ______
Indicative labor capacity involved = hours x hourly cost: $______
Illustration only: 120 occurrences x 8 active minutes / 60 = 16 hours/month. This is current effort, not automatically recoverable savings. Measure waiting time separately. Do not multiply by facility count if your occurrence count already includes all facilities.
- Is the work frequent enough to matter? __________
- Are the rules consistent, or does every case need judgment? __________
- Can the source data be accessed with permission? __________
- Who would review mistakes or unusual cases? __________
- Could a clearer owner or checklist solve it first? __________
Candidate first improvement: __________
Baseline to record this week: __________
Success measure: __________
Person who owns the result: __________
Agentive Automations reviews up to three workflows through one owner interview, one staff interview and a written implementation roadmap. Request the current diagnostic scope at https://agentiveautomations.com/storage-workflow-diagnostic.
We check feasibility before recommending implementation. You keep the roadmap and choose the next step.