Workflow discovery

Describe a workflow before you score or automate it.

A short, guided pass that captures pain points, frequency, risk, and impact, then classifies the workflow as recognition, utilization, or creation. The result is saved as session intake and feeds opportunity scoring and the rest of the advisor.

1. Describe the workflow
2. Pain points
3. Frequency
4. Risk & impact
5. Primary activity
6. Review & start

Step 1 of 6 — Describe the workflow

Describe the workflow in one paragraph*

Your roleWho the output is forDesired output

Wizard output is written to session.intake. It does not change council prompts, queue routing, or the export gate. The existing quick intake on /workspace remains available.