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Workflow mapping · AI automation

Report distribution: workflow mapping

Make the steps and handoffs visible. Start with sample reports and an access matrix and plan a permission-checked distribution log.

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The project in view

Start with
sample reports and an access matrix.
Proposed result
a permission-checked distribution log.
A decision to resolve
sending a report to an outdated recipient.

This is a planning example. It does not describe a completed client engagement.

Workflow mapping for this project

  • Start when sample reports and an access matrix is available and approved for use.
  • Create a draft of a permission-checked distribution log, with source references attached.
  • Route sending a report to an outdated recipient to the nominated reviewer before issuing the final result.

Questions to answer together

  • What starts the work, and what marks it complete?
  • Who reviews the intermediate result?
  • Where does an exception go, and who resolves it?

What to have at the end

A sequence of steps showing inputs, decisions, handoffs and completion.

Record the decision on sending a report to an outdated recipient alongside the source material. If it is still unresolved, identify who can answer it and what work depends on the answer.

Prepare your enquiry

Use this as a starting point. Add your current process, available examples and constraints before sharing.

Email Ian

Send your completed brief to hello@iansamonte.com or visit the main page to discuss your project.