CREATIVE AUTOMATION WORKFLOW CANVAS
Map the process before you automate any of it
- Format
- Canvas, PDF and on this page
- Length
- 5 sections
- Gate
- None
- Licence
- Use it, commercially
A one-page canvas for mapping a creative process before automating any of it. Every step gets an owner and a verdict: a person decides it, a model drafts it, or a script handles it alone at four in the morning.
The value is not the canvas. It is that filling it in forces you to notice that roughly half the week is coordination, and that the coordination half is the automatable half.
DOWNLOAD THE PDFNo email, no form. The whole thing is on this page too.
- 01Do this with the people who actually do the work, not with their managers. Half a day, once.
- 02Map the process as it is, including the parts that embarrass you. A canvas of the intended process automates nothing.
- 03Then build the top two candidates. Two, shipped and adopted, beats a roadmap of eight.
1. The process, step by step
One row per step. Add rows.
| # | STEP | WHO DOES IT NOW | TIME PER WEEK | DECIDES / DRAFTS / HANDLES | BLOCKED BY |
|---|---|---|---|---|---|
| 01 | |||||
| 02 | |||||
| 03 | |||||
| 04 | |||||
| 05 | |||||
| 06 | |||||
| 07 | |||||
| 08 |
Decides means judgement a person owns. Drafts means a model produces a first version a person edits. Handles means a script does it alone and nobody looks unless it fails.
2. The variance test
Which mechanism each step needs
| HOW MANY SHAPES DOES THE INPUT ARRIVE IN? | BUILD | NOT |
|---|---|---|
| One, always | A script | An agent, which is a costlier script that occasionally invents a step |
| A handful you can list | Branches | An agent. You already know the paths, so encode them. |
| Too many to enumerate, and new ones keep appearing | An agentic workflow | A rules engine, which will be permanently three cases behind |
| Unbounded, and a wrong answer is expensive | A person, model-assisted | A workflow |
If you can draw the flowchart, build the flowchart. An agent is what you use when the flowchart would need a new branch every week.
3. The four no-go areas
CONFIRM NONE OF YOUR AUTOMATION CANDIDATES FALL HERE
- Anything that moves money: billing, refunds, budget allocation, bid changes above a threshold
- Anything that grants access: permissions, credentials, sharing, publication rights
- Anything ending in a regulatory filing
- Final approval on anything the public will see
4. The scaffolding, without which none of it survives
- A naming convention, so August’s output is findable in November
- Automatic versioning, so nobody spends time finding the final version
- Connectors into software the team already runs, so adoption is not a change-management project
- Skills as loadable directories rather than one instruction nobody can edit safely
- A run log with cost attached
- A stated stopping condition and a credit ceiling, so a confused run halts rather than spends
- A named human gate at each point where a wrong decision is expensive
5. Decide what to build
Candidate 1: which step, and what it costs today
What has to be true for a script or model to own it
Candidate 2: which step, and what it costs today
What has to be true for a script or model to own it
How we will know it worked · A number, logged automatically
Free to use, copy, adapt and put your own name on. No attribution required, though a link back is appreciated. Published by TaleCrafters, talecrafters.studio.
- Agentic Workflow vs Automation: Where Each Actually WorksNot a maturity ladder. Two different tools, and using the wrong one is expensive in two entirely different ways.
- Building a Content Repurposing Engine: One Article, Nine AssetsRepurposing fails when nine assets turn out to be the same asset nine times. The fix is structural, not stylistic.
- What Creative Automation Actually Removes From a Marketing WeekThe hours automation removes are not the ones anybody expects. They are also not the ones any vendor demo shows you.
Using this on a live job?
If the checklist turns up something you would rather not run yourself, TaleCrafters does this for a living. Bring the brief and the deadline.
