STARLING GLOBAL | WORKFLOW REVIEW WORKSHEET
AI automation & custom software | starlingglobal.io

Choose one task that keeps taking too long.

1. WHAT STARTS THE TASK?
A new request, an approved job, a missed call, a status change?

2. WHO DOES IT?
Who owns the next action? Who takes over when something is unclear?

3. WHICH TOOLS AND RECORDS DOES IT TOUCH?
List the current tools and where information gets copied or checked.

4. WHAT ARE THE STEPS?
Write the usual path from the trigger to a finished task.

5. WHERE DOES IT GET STUCK?
Missing information, a handoff, duplicate entry or a repeated decision?

6. WHAT NEEDS A PERSON?
List exceptions, decisions and actions that should require review.

7. HOW OFTEN DOES IT HAPPEN?
Use a representative week. Include corrections and follow-ups.

8. WHAT WOULD A BETTER RESULT LOOK LIKE?
Define something observable: time per task, waiting requests or fewer corrections.

9. WHAT DO WE NEED TO CHECK FIRST?
Access, integrations, ownership, data quality or an agreed process?

Use this worksheet yourself, or describe the workflow at:
https://starlingglobal.io/workflow-audit/
hello@starlingglobal.io

Do not include passwords, access tokens or private customer records.