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Process Mapping

Record the work. Map it. Automate what repeats.

Most roles are a bundle of tasks, and nobody has written down which ones repeat. We record how the work is really done, from the screen, not the job description, map every recurring step, and build agents for the ones that do not need a person. The judgement work stays with your team.

Sticky notes mapping out a process on a whiteboard
2 weeksfrom screen recordings to a running agent
What we take over

From “how does this actually get done?” to a running agent.

We start with a person and a week of their real work. The map that comes out is the scope: which steps repeat, which sources they touch, where a human decision sits. Then we build, prove against past output, and hand over.

One role, two weeks of recordings, every recurring step mapped Inbox triagedaily · 40 min Pipeline updateweekly · 2 hrs Meeting prepper meeting · 1 hr Relationship callsstays human Caddie agent Monday: pipeline refreshedCRM updated, stale deals flagged Brief before every meetingcompany, people, last 3 touches Follow-ups draftedin your voice, you hit send Steps handed to the agent 3 of 4 relationship calls stay human
What you get

Finished work on a schedule, with the proof attached.

The map, first

A written process map from real recordings. Frequency, sources, outputs and decision points for every step.

Agents for the repeats

Built on your files and systems, proven against past months before anything goes live.

Weekly report of what ran

What the agent did, what tied, what it stopped on. Exceptions to your team, not the whole job.

Next step

Pick the role. We will map a week of it.

One person, one week of recordings. You get the process map and an honest read on which steps an agent should take over, and what that returns in hours.

Contact us to learn more
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