# Shiftlogix workflow-audit canvas

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## 1. One recurring workflow

Workflow name:
Trigger:
Responsible role:
Intended output:
Definition of done:
Typical frequency:

## 2. Follow a representative example

Record the main path as trigger → input → action → handoff → result. Note where information is copied, waits for approval, or needs clarification. Keep confidential details in your own approved system.

## 3. Identify the friction

At each handoff, record what the next role needs and whether it arrives in usable form. Separate active work time from elapsed waiting time. Describe exceptions rather than assuming all cases are alike.

Observation sample and dates:
Current active time:
Typical elapsed time:
Most common missing input:
Most common exception:

## 4. Simplify before automating

Step to remove:
Input to standardize:
Ownership to clarify:
Smallest possible improvement:
Human-review requirement:

## 5. Run a bounded experiment

Expected outcome:
Measure used before and after:
Observation period:
Implementation/review/maintenance effort:
Stop condition:
Rollback route:
Decision after the pilot: keep / adjust / stop

This is general operational guidance, not legal or individualized professional advice. No savings are guaranteed. Drafted with AI assistance for Shiftlogix. To discuss a scoped engagement, contact garfield@shiftlogix.io.