How to Identify Your Best First Workflow
The right entry workflow proves value in 30 days and builds the internal confidence to scale. Here's the framework we use to find it.
The three criteria
A great pilot workflow scores high on all three:
Painful
Your team genuinely dislikes this task. There's a real emotional cost to doing it — not just theoretical inefficiency. If people groan when it lands in their queue, that's a good sign.
High volume
100+ instances per month. The more repetitions, the faster the agent learns and the more measurable the impact. Low-volume workflows take longer to demonstrate ROI.
Measurable
You can define what 'success' looks like numerically before the pilot starts. Processing speed, accuracy rate, throughput — something concrete, not just 'feels better'.
Common first workflows by industry
Red flags in workflow selection
The discovery call question sequence
In our first conversation, we work through these questions to surface the right workflow:
- 1.Walk me through your most repetitive, soul-crushing task. How many hours per week does your team spend on it?
- 2.What happens during your busy season? Where does volume spike and what breaks first?
- 3.If you could wave a magic wand and eliminate one manual process tomorrow, what would it be?
- 4.Tell me about a time when an error in this process caused a real problem.
- 5.What would it mean for your business if this workflow ran 24/7 with 99%+ accuracy?