You don't have to decide, guess or verify alone.

Before you automate, switch software or bring in AI, see the reality of one workflow.

01 AS IT IS

Before you change anything, look inside the workflow.

An email, a CRM, a PDF, a chat, a spreadsheet. Each tells part of the story, and nobody sees the whole.

SEE IT AS

Optional. It only changes the words of the example; it closes nothing.
02 EVIDENCE
Every step, with its source.
What the sources show, not what people assume. The pieces line up into one path.
03 CONFLICTS
What does not add up comes into view.
The CRM says “Active”, but the agreement is still unsigned. And nobody knows who approves access.
04 BOUNDARY
Where a person decides.
Above the line, the machine prepares. Below it, someone with a name decides.
05 ACCEPTANCE
What will count as done.
A verdict and an acceptance criterion, before anything is touched. This is a Protocol Map.

PROTOCOL MAP / EXAMPLEILLUSTRATIVE — NO CLIENT DATA

EMAILDeal closed“Contract sent. Welcome aboard!”

CRMAdded to the CRMonboarding_status: Active

PDFAgreement signedsignature_status: incompleteCRM ≠ agreement

CHATPaid access“Shall we give them access now?”who approves?

XLSXCustomer welcomepaid_access.xlsx · row 214

DONE WHEN the agreement is signed and another person has reviewed the access. GO WITH BOUNDS

NOW YOU

Change the source. Watch the decision change.

Same example. One difference: which source is read.

B2B ONBOARDING

SOURCE READ · ILLUSTRATIVE EXCERPTCRM · onboarding_status: Active

VERDICT: INSUFFICIENT EVIDENCE
PROPOSED DECISION: Do not grant paid access based on CRM status alone.
HUMAN BOUNDARY: The governing source has not been read yet. Until then, nothing is activated.
ACCEPTANCE: Pending: it is not yet known what would count as an accepted result.

Synthetic example. Not a diagnosis or a client Map.

WHERE YOU ARE

The Fit Check does not score. It tells you which of these four places your workflow is in.

Likely fit
Needs human review
Probably not a fit
Not enough information yetNot sure? This is an answer too, and it tells you what is missing.

7 questions · about 3 minutes · nothing is sent without your permission