What problem does it solve?
Breaks down role-based responsibilities and undocumented expert knowledge into formal, scored workflows to identify what can be automated, what must be extracted first, and where automation yields the highest ROI. It prevents premature automation of unstable processes and ensures proprietary tacit knowledge ("dark playbooks") is captured or retained with human oversight.
Core Features & Use Cases
- Role and scope routing (single role, department, full-org) with a stage gate to ensure operational readiness.
- Phase-based method: task inventorying, 7-dimension task scoring, dark playbook identification & extractability, workflow formalization, ROI calculation, and dependency-aware roadmap sequencing.
- Dual extraction paths (human-led ACTA/CDM and AI-adaptive interviewing) plus incentive design and validation checks for human-in-the-loop nodes.
- Use cases: prepare an SDR or sales org for automation, build an enterprise automation strategy, extract expert knowledge before automating high-judgment tasks.
Quick Start
Decompose the Sales Development Representative role at Acme Corp into a scored task inventory, identify proprietary dark playbooks, and produce a prioritized automation roadmap with estimated annual savings and implementation timeline.
