Before you automate, add AI, or build workflows—show your processes a little love by clearly defining them first.

In this episode of Office Hours, we explore why whiteboarding your firm’s workflows is the foundation for successful automation, delegation, and long-term efficiency. Whether you’re a solo advisor or part of a growing team, getting work out of your head and into a documented process is what makes technology actually work for you.

🧠 Why jumping straight to automation often creates more problems

📝 How whiteboarding helps clarify steps, ownership, and required data

⚙️ What you need to define before building workflows or using AI

📊 How clear processes make delegation and reporting easier

🔁 Why documenting once saves you from answering the same questions forever

From move money requests to RMDs, reviews, and quarterly correspondence, this episode breaks down how defining the “what” and “how” first allows you to fully leverage tools like workflows, automation, and AI later.

👉 Quivr users: Join us for Office Hours every Wednesday to get help building and refining your processes

👉 Not using Quivr yet? Schedule a demo and see how documenting workflows can free up your time and reduce operational stress