Before diving into AI automation, your team needs clarity. Which workflows are costing you time? Which ones are ready to automate today? This AI Workflow Automation Alignment Workshop is a 45-minute collaborative session designed to uncover and prioritize your most automation-ready processes. It’s built for cross-functional teams,marketing, ops, support, sales, and requires no technical prep. With a structured agenda, a readiness checklist, and a discovery template, you’ll walk away aligned, focused, and ready to take your next step, whether that’s piloting internally or booking a discovery call with Teamlex AI

Key takeaways

• Identify high-friction, repeatable tasks across teams
• Use a structured checklist to assess automation readiness
• Facilitate team alignment on what to automate first
• Prioritize workflows using a simple effort/value matrix
• Document key details using the included workflow discovery template

‍Workshop purpose

This 45-minute guided session helps your team:

• Surface repetitive, high-friction tasks
• Evaluate your readiness for automation
• Align on one or two workflows to automate first
• Prepare for a strategic next step, whether an internal pilot or an external AI partner (like Teamlex AI)
  

Workshop details

• Duration: 30–45 minutes
• Participants: Cross-functional team members (marketing, ops, support, sales, CX)
• Facilitator: Team lead, automation champion, or project manager
• Format: In-person, remote (Zoom/Meet), or async via shared doc‍
• Recommended tools: Google Docs/Notion, Teamlex Readiness Checklist, whiteboard/Miro

Workshop agenda

1. Icebreaker (5 min)

Prompt:

“What’s one task you repeat every week that you’d love to never do again?”

Go around the room or drop answers in chat. Set a light, relatable tone.

2. Individual checklist score (10–15 min)

• Each team member fills out the [Workflow Automation Readiness Checklist]
  
  (Use inline version or PDF if downloaded)
  
  
• Score individually across the 5 categories:
  
  
  1. Frequency & repeatability
  2. Process clarity
  3. Tooling & integrations
  4. Team alignment
  5. ROI potential
     
     
• Add up each category score (out of 10) and total score (out of 50)

3. Group discussion (10 min)

Guiding questions:

• Which workflows or pain points got the most attention?
• What repetitive tasks feel ripe for automation?
• Where do we lose the most time?
• Are our tools connected—or are we still manually bridging them?
• Are there blockers (unclear processes, tool limitations, lack of clarity)?

Facilitator takes notes or adds sticky notes if using a visual board.

4. Workflow prioritization (10 min)

Use this simple effort/value matrix:

• As a team, choose 1–2 workflows to move forward with
• Use the workflow discovery template below to fill in details

5. Next step (5 min)

Choose how you’d like to move forward based on your team’s readiness:

Book a discovery call with Teamlex AI to:

• Review your checklist results
• Identify high-ROI workflows
• Get a roadmap for automation or AI agent implementation

Button: Book your discovery call

Workflow discovery template

Use this to document your first automation candidate

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Conclusion 

A well-run workshop can unlock clarity, alignment, and momentum. This AI Workflow Automation Alignment session helps your team spot the best candidates for automation—before wasting time on tools or tactics that don’t fit. With a checklist-backed approach and a discovery template to guide your next steps, you’ll be better prepared to automate with purpose. Ready to accelerate? Book a discovery call with Teamlex AI and we’ll walk through your findings, explore your top workflows, and map out an automation game plan tailored to your business.