Map one workflow before adding a tool

Planning principle

A platform decision starts with the work moving through the business, not a logo grid.

A team is discussing an AI platform, but no one has written the actual handoffs, source information, approvals, or final destination for one piece of work.

Use it in the workflow

Start with these decisions

1. Name one repeatable workflow and the event that starts it.
2. List the human owner, source information, handoffs, reviewer, and final home for the result.
3. Mark where a draft, search step, or automation could help without changing who owns the decision.
4. Write the current friction in plain language before considering any tool role.

Pause point

Do not let a convenient platform role become an unowned operating decision

Do not map a workflow by copying private records into a planning tool. A useful first map can use a public, redacted, or fictional example until the business has approved the information boundary.