Make the workflow visible.
Start with the route as it exists today: the trigger, the sources, the judgment call, the repeated work, and the buyer-facing output.
- 01 · TriggerMonday status report
The weekly update is due.
- 02 · SourcesCRM export + finance sheet
Numbers and notes live in separate places.
- 03 · JudgmentSenior explains exceptions
A person adds the context the tools cannot explain.
- 04 · Repeated workReport rebuilt by hand
Cleanup, formatting, and approval happen again next week.
Repeated work - 05 · OutputClient update sent
The buyer sees the update, not the hidden rebuild.


