Document the process while somebody is actually doing it.
The goal is not a 70-page manual. It is enough clarity that another person — or a system — can follow the work.
Start with one real case
Screen-record the person doing the task. Capture the steps, systems, decisions and places they leave the normal path. Then turn that into a short checklist or flow.
Write down the exceptions
The “easy” path is rarely the part causing trouble. Ask what happens when information is missing, the customer changes their mind, the payment fails or the usual approver is out.
Keep it close to the work
A process document hidden in a drive folder is mostly decoration. Put the checklist or instruction where the task happens.
Good documentation also tells you what to automate
Once the steps are visible, the stable ones usually stand out.
Talk to us about your workflow
You do not need to know the technology. Start with what is taking too long or falling through the cracks.
Start there