TAMMY BUILDS
with AI + Automation

YOUR FIRST WORKFLOW MAP
A free planning worksheet | October 2026

1. THE RESULT
What should be easier? Describe a result rather than a tool you want to buy.
Your answer:

2. THE TRIGGER
What starts the task? An inquiry, a file, a deadline, or a person's decision?
Your answer:

3. THE INPUTS
Which records or systems are needed? Who is allowed to access them?
Your answer:

4. THE CURRENT STEPS
Write the steps in order. Mark every place where judgment or approval is needed.
Your answer:

5. THE EXCEPTIONS
What happens when information is missing, conflicting, or wrong?
Your answer:

6. THE SUCCESS CHECK
How will you know the result is correct? Who verifies it?
Your answer:

7. THE COST PICTURE
How often does the task happen? How long does it take? Include review time,
setup, software, hosting, and maintenance when comparing options.
Your answer:

8. THE NEXT CONVERSATION
Could the current tool be configured better? Would an integration help?
Is custom software necessary? Where, if anywhere, does AI add value?
Your answer:

EXAMPLE
Trigger: a customer inquiry arrives.
Inputs: the inquiry and the approved service list.
Steps: classify the request, identify missing details, draft a summary.
Approval: a person reviews the proposed response before sending.
Exception: unclear or sensitive requests go directly to a person.
Success: the request is accurately summarized and reaches the right queue.

Want help turning this into a practical solution?
support@tammybuilds.com

© 2026 Tammy Estes / Tammy Builds. All rights reserved.
Permitted use: personal or internal business planning. No resale or commercial
redistribution. This worksheet is general guidance, not a system inspection.