What exactly do I receive?

One ZIP download containing three PDF files: the field guide, the workbook and the workshop sheet. You download the ZIP immediately after payment and open the files on any device.

How long does it take?

About 60 to 90 minutes to map one process, provided the person who actually performs that work is in the session. It is deliberately short enough to finish in one sitting.

Will it work in my industry?

Yes. The method does not depend on industry. It works anywhere there is a repeating process with volume, such as reconciliation, approvals, quoting, onboarding or reporting. You point it at your own process.

What process should I choose first?

Pick one with real volume and real pain, not a hypothetical one. Choose something that repeats every week and where the cost of getting it wrong or slow is obvious. Avoid one-off tasks, because there is nothing to map.

The field guide includes conversation prompts and example outputs to keep the session moving. This is a self-serve digital product. It does not include email support, office hours or consulting.

Does the purchase include support or consulting?

No. This is a self-serve digital product with no email support, office hours or consulting included. You receive the guide pack and run the session yourself.

Can LOOKUP build the automation for me?

Not as part of this purchase. This product teaches you to map the process. If you later want the automation built for you, that is a separate engagement, not something the $49 guide includes.

AI Discovery and Automation Field Guide

Run a real discovery workshop on your own business and come out with an automation-ready workflow map.

Step-by-step method to map one real process

Templates, prompts and worked examples included

Built from real client discovery work, not theory

$49 including GSTImmediate digital download

No change-of-mind refunds after purchase. This does not exclude any rights or remedies available under the Australian Consumer Law.

What you will have when you finish

An automation-ready current-state process map. One page that shows the whole process accurately, including the parts people usually skip when they describe it.

The trigger — what starts the process
The people — who is involved and where handoffs happen
The systems — what each step touches
The steps — the actual sequence, not the assumed one
The decisions — where judgement is applied
The exceptions — the awkward cases where the real cost lives
The handoffs — where work passes between people or systems
The controls — approvals, audit trail, who decides what
The outputs — what finished looks like
The success measure — how you know it worked

What is inside the guide pack

One ZIP download containing three PDF files, designed to be used together in a single session.

Field guide

The method, step by step, in plain English.

Workbook

Fill-in sections to capture the real process as you map it.

Workshop sheet

A single page to run the session with the person who does the work.

Mapping template

The structure to record trigger, steps, exceptions and controls.

Conversation prompts

Questions to ask the process owner so you map the real work, not assumptions.

Example outputs

A completed example so you can see what done looks like before you start.

The method: Discover, Define, Design

Discover

Sit with the person who actually performs the work and watch one real run from start to finish. Ask about the awkward cases. This is where the real process lives, not in a procedure document.

Define

Write down the workflow as it actually happens, including the exceptions and the controls. Capture where judgement is applied and where handoffs occur between people or systems.

Design

Produce an automation-ready map that shows what could be automated and what must stay human. You do this without prematurely choosing a technology, because the map comes first.

Who this is for

An operator or business owner prepared to map one real process, with the person who performs that work in the room. You know a process is repetitive or messy and you want to understand it properly before automating it.

Who this is not for

—It is not a software build or a done-for-you automation
—It is not a consulting engagement
—It is not a generic AI prompt pack
—It is not ongoing training or a course
—It is not a substitute for involving the person who owns the process

Why map before you automate?

Automating assumptions makes mistakes faster. If you build on a guess about how the process works, the automation encodes the guess, including everything you got wrong.

Mapping exposes the exceptions, the judgement calls and the controls that determine whether automation is safe. Those are the parts nobody writes down, and they are the parts that decide whether automation helps or harms.

A proper map lets you see which steps are fixed rules and which are real human judgement that should stay human. That is the difference between automation that works and automation that breaks the process it was meant to improve.

What happens after purchase

1Payment succeeds and the checkout redirects immediately to the ZIP file.
2Download the ZIP and open the field guide, workbook and workshop sheet.
3Choose one process in your business to map first.
4Run the session with the person who actually performs that work.
5Complete the workbook and leave with the map.

The current edition is delivered immediately. Future editions or ongoing updates are not included unless LOOKUP states otherwise in writing.

Why trust this method?

This is the same discovery method used on real business work. It was developed from actual client discovery sessions, not from theory or a textbook.

The field guide reflects what happens when you sit with someone doing the work, ask about the exceptions, and write down what you find. That is the entire basis for it.

It does not claim the automation has already been built, and it does not claim measured outcomes that do not exist. It teaches you to produce the map that any later automation would be built on.

Frequently asked questions

Yes. The field guide is written for operators and business owners, not IT staff. Every step is in plain English. If you can describe how a task gets done in your business, you can run the session.

Get the field guide

$49 including GST. Immediate digital download.

You receive one ZIP containing the field guide, workbook and workshop sheet as PDF files.