Send the workflow that is costing time, trust, or attention.
Use the free scan when you want a low-pressure first look. Book the diagnostic when you already know the workflow needs a proper owner.
Intake checklist
Useful context to include.
- The apps involved and which one should be the source of truth.
- What happens manually today, including copy/paste steps and spreadsheet updates.
- Where the workflow fails silently, duplicates work, or loses context.
- Whether this needs alerts, audit logs, human review, or deployment support.