# Business Workflow Discovery Template

Document one workflow from trigger to completed outcome, including systems, handoffs, exceptions, ownership, and measurable baseline.

## Best for
- Operations leaders
- SMB owners
- AI implementation teams

## Trigger
- [ ] What starts the workflow?
- [ ] Who or what creates the trigger?
- [ ] What context must exist?

## Current path
- [ ] Steps
- [ ] Owners
- [ ] Systems
- [ ] Manual handoffs

## Exceptions
- [ ] Common failure states
- [ ] Escalations
- [ ] Approvals
- [ ] Missing data

## Baseline
- [ ] Cycle time
- [ ] Volume
- [ ] Error rate
- [ ] Rework
- [ ] Completion rate

## Related UbiGrowth resources
- https://www.ubigrowth.ai/resources/ai-workflow-automation
- https://www.ubigrowth.ai/resources/ai-business-operating-systems

Use this template as a planning aid. Adapt approvals, controls, and review requirements to the consequences of the workflow.