Workflow Analyzer
Where are you wasting time, effort, and money? Find bottlenecks and automation wins.
Last updated 2026-07-01
Suite
Operations Intelligence
Token cost
5 tokens per run
Typical time
30–60 seconds
Analysis type
Strategic analysis
Overview
Where are you wasting time, effort, and money? Find bottlenecks and automation wins.
Where are you wasting time, effort, and money? Find bottlenecks and automation wins.
Inputs, field by field
Fill the essential fields first — they are all you need for a solid result. The 6 advanced fields are optional context tucked under an "Advanced context (optional)" disclosure: the more you add, the deeper and more tailored the analysis. The main input must be at least 20 characters or the run is blocked with "Add more detail to the main input for a high-quality analysis."
| Field | What to enter | Example |
|---|---|---|
| Workflow Description (main input) | Describe the process end-to-end — what triggers it and what the final outcome is. | Inbound lead → qualification → demo → proposal → closed deal. |
| Process Steps | The key steps in the order they happen. | 1) Form fill 2) SDR call 3) Demo 4) Proposal 5) Contract. |
| Team / Roles | Who owns each step — roles and handoffs. | SDR qualifies, AE runs the demo, Ops sends the contract. |
| Objectives | What a better version of this workflow should achieve. | Cut time-to-close from 30 days to 15. |
| Field | What to enter | Example |
|---|---|---|
| Tools / Systems Used | The tools in the process — reveals automation and integration gaps. | HubSpot, Zapier, Google Sheets, Slack. |
| Volume / Frequency | How often this runs and at what scale. | ~200 leads per week. |
| Time / Cost per Step | The effort each step consumes — pinpoints waste. | Manual data entry ~2 hrs/day across the team. |
| Known Pain Points | The failure points you already feel. | Handoffs get lost; double data entry. |
| Constraints | Limits on what changes are allowed. | Must stay within current toolset; no new spend. |
| Definition of Success | The concrete target for the improved process. | Cut processing time 50% with no added headcount. |
How to run it
- 1
Open Workflow Analyzer
Find it in the sidebar under the Operations Intelligence suite, or from the dashboard.
- 2
Fill the essential fields
Be specific — vague inputs produce vague intelligence. Watch the character counter on long fields.
- 3
Add advanced context (optional)
Expand "Advanced context (optional)" and add whatever you know — competitors, constraints, metrics.
- 4
Choose visibility (in a Team/Agency/Enterprise scope)
Pick "Shared with team" (default) or "Private to me".
- 5
Click "Analyze Workflow (5 Tokens)"
The run costs 5 tokens. It typically completes in 30–60 seconds; the result saves automatically.
Reading the results
This is a strategic analysis: the Executive Summary leads, followed by the detailed sections as tabs.
Every result follows the universal section contract, so you always know where to look:
- Key Findings
- Strengths
- Weaknesses
- Opportunities
- Risks
- Recommendations
- Action Plan
- Next Steps
From the result you can Rerun, Share (copies formatted text), Delete, or export via Copy / TXT / CSV. PDF export is a Pro-plan feature. Everything you run is also kept in History.
Tips for a better analysis
- Write like you are briefing a sharp consultant: concrete numbers, real names, actual objections.
- Fill advanced fields when you have the data — they measurably deepen the output.
- Skim the Executive Summary first, then dive into Recommendations and the Action Plan.
- Re-run with tighter inputs if the first pass feels generic.