GOOD SPENDING
Turn your process idea into an automation plan
Describe a process that relies on emails, spreadsheets, manual approvals, or repeated follow-up.
The Process Automation Coach asks questions to clarify the steps, decisions, responsibilities, and exceptions. It then produces a workflow description, implementation guidance, and a conversation trail you can download as a PDF.
Use the result to discuss the design with your team, IT, or an implementation partner.
Example: replacing email-based approvals
A manager emails a request to a director.
The director replies “approved” or “rejected”.
Someone then updates a spreadsheet and follows up manually when no response arrives.
Before automating this process, clarify the required information, approval authority, rejection handling, overdue reminders and where the decision will be recorded.
Try this sample requirement
“We currently approve purchase requests by email. A manager submits the request and supporting documents to a director. The director approves or rejects it. An administrator updates a spreadsheet and manually follows up on unanswered requests. Help me define a workflow using Microsoft 365, including responsibilities, decision rules, exceptions and an audit trail. Ask me about any missing requirements.”
Review the proposed workflow
Check that the design explains who submits the request, who decides, what happens after approval or rejection, and how unanswered requests are handled.
Confirm the proposed data storage, permissions, licensing and integrations with your implementation team.
The Coach provides design guidance; the workflow still requires configuration, testing and deployment.
Download the conversation as a PDF to support your requirements discussion.
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