Learning objectives
By the end of this lesson you will be able to:
- Map one workflow from trigger to outcome.
- Mark which steps GorZesk supports today and which happen elsewhere.
- Place the human decision points explicitly.
Why map first
Tools work best when the workflow is clear. A simple map shows where answers come from, where people decide and where work leaves GorZesk, such as payment or delivery.
How to map
- Name the trigger: a customer question, a quote request, low stock.
- List each step in order and who does it.
- Mark each step: done in GorZesk today, done by a person in GorZesk, or done outside GorZesk.
- Circle every decision a person must make.
What GorZesk covers today
- Answering catalog questions and handing off when the answer is missing.
- Quotes that become orders when the customer accepts, with stock updates.
- Drafted follow-ups, restock suggestions and sales alerts that wait for approval.
- Outside GorZesk: payments, delivery, supplier ordering and anything not in your records.
Illustrative example · fictional data
A quote workflow map
A made-up wholesale shop.
- Trigger: a buyer asks for 40 desk organisers (GorZesk conversation).
- Owner prepares a quote from catalog prices (in GorZesk).
- No reply after four days: GorZesk drafts a follow-up; the owner approves (person, in GorZesk).
- Buyer accepts: the order is created and stock updates (GorZesk).
- Invoice, payment and delivery (outside GorZesk).
Practical exercise · planning
Map one of your workflows
- Choose one workflow: answering a product question, quoting, or restocking.
- Draw its steps in order and label each one In GorZesk, Person in GorZesk, or Outside GorZesk.
- Circle the decisions and write who makes each one.
This is a planning exercise. It describes your process; it does not configure anything in GorZesk.
Recap
- Map the trigger, the steps, who does them and where they happen.
- Mark what GorZesk does today and what stays outside it.
- Make every human decision point explicit.
Knowledge check
Three questions. Choose an answer, check it and read the explanation; you can try again as often as you like.
Your answers are not saved or sent anywhere.
Further reading
Finish this lesson
When you have read the lesson and tried the exercise and knowledge check, mark it complete. Progress is saved on this browser only.