1. Process snapshot
Plain-English summary of what the process does, who owns it, what triggers it, and what “done” means.
Process Digitiser applies Rob’s signal method to your business workflow: collect the evidence, separate real failure points from noise, map the system, and turn it into a practical AI-accelerated fix plan in 48 hours.
The public Signal Desk tracks early AI and platform shifts from primary sources. Process Digitiser uses the same discipline on one private workflow: uploads, examples, documents, screenshots, and context become a sourced map of how the process really works, what is breaking, and where AI or automation should safely help.
Each process includes the evidence-pack review, 30-minute context call, current-state map, failure-point diagnosis, future-state workflow, automation and AI opportunities, implementation fix plan, and first 3 moves.
One repeatable workflow with one clear trigger, one primary owner, one main output, and one business outcome.
New client onboarding, weekly reporting, invoice chasing, lead intake, support triage, purchase approval, or one recurring handoff that keeps breaking.
If the upload includes sales, onboarding, invoicing, reporting, and support, Rob will split it into separate processes and recommend where to start. Additional processes are $1,000 each.
The point is to make the process visible, find the waste, design the future-state workflow, and show exactly how to start fixing it.
Plain-English summary of what the process does, who owns it, what triggers it, and what “done” means.
A step-by-step map of intake, decisions, systems, handoffs, outputs, rework, and hidden dependencies.
Where time leaks, errors happen, people get chased, context gets lost, and work depends on tribal knowledge.
The cleaner version of the process: better intake, clearer ownership, fewer handoffs, visible status, and safer checkpoints.
What to automate, what AI should handle, what humans should keep, and where approval checkpoints belong.
The phased path to stabilise, digitise, automate, AI-assist, and scale the process, starting with the first 3 moves.
Use normal language. “A customer emails us, then Jess checks the spreadsheet, then someone logs into the portal.” That is enough to start.
Diagrams, SOPs, spreadsheets, screenshots, forms, example emails, org charts, strategy docs, reports, and Loom-style walkthroughs all help.
Slow, repetitive, fragile, unclear, error-prone, buried in inboxes, too manual, too dependent on one person, or impossible to see at a glance.
The intake below asks dynamic clarifying questions based on what you enter, so you do not need to know the perfect structure upfront.
Fill what you know. Skip what you do not. Upload the evidence pack directly: diagrams, screenshots, SOPs, org charts, spreadsheets, reports, and supporting docs.
For sensitive internal documents, upload sanitized examples first. Do not include passwords, card details, private keys, customer secrets, or anything you are not authorised to share.