Workflow guide · Design, creativity and communication

Web designers
AI and automation with human control.

Where should automation for web designers start?

Start with a specific workflow: website design requirements and approval. AI can help organise information and prepare tasks; a person should review exceptions and approve business decisions.

Organise requirements, references, versions and deadlines for each commission. AI can support drafts and classify feedback; creative quality, usage rights and final approval require professional judgement.

Scope of the first pilot
AreaProposal to assess
Initial workflowWebsite design requirements and approval
Human reviewValidate the brief, authorship, licences, budget and final deliverable.
What to measureRevision rounds, late deliveries and time spent gathering requirements.
Condition for proceedingCheck permissions, data quality and pilot outcomes before expanding the workflow.

An initial workflow to assess

Website design requirements and approval

For a business such as web designers, start with this bounded workflow. Gather incoming requests and the steps you repeat before deciding which parts are suitable for automation.

  1. Collect

    Create a record for “website design requirements and approval” with required information, request status and the person responsible for review.

  2. Prepare

    Connect the record to your tools. Prepare a draft or task, check for missing information and retain a history of changes.

  3. Review and close

    Validate the brief, authorship, licences, budget and final deliverable. Record approval and the outcome before marking the workflow complete.

Information specific to this activity

  • Pages, features and content supplied by the client
  • Person approving design and copy
  • Versions, agreed date and number of included revisions

Illustrative example

Illustrative example: a client requests a five-page website without saying whether they need a shop or who writes the copy. The workflow records those questions as pending. The draft proposal separates design, content and features; it does not finalise the quote while scope remains open.

Checks before implementation

Test a change requested after design approval and two versions of one file. The workflow should retain the prior approval and request a scope review without overwriting the accepted delivery.

What to prepare before connecting tools

  • Real request examples, removing personal data that is not necessary.
  • A list of tools, fields and statuses you currently use.
  • Approved information for the workflow: website design requirements and approval.
  • A person responsible for approving exceptions and a procedure for returning to manual work.

What should remain under your control

Validate the brief, authorship, licences, budget and final deliverable.

Set minimum permissions, review drafts before sending and stop the workflow when information is incomplete or no answer has been confirmed.

How to assess whether it adds value

Revision rounds, late deliveries and time spent gathering requirements.

Record these measures during a week of manual work and compare them with a pilot of the same scope. Include reviews and corrections in total time: fewer steps are not enough if error correction creates more work.

Guides to explore the workflow

View all guides →

Questions before you start

Can every part of web designers be automated?

We do not assume so. This guide proposes assessing specific administrative tasks. Service delivery, physical work and professional decisions may require people and specific obligations.

Which tools do I need?

It depends on your existing tools and their integration permissions. Start with your calendar, documents or management system and validate which information can be read and written. We do not assume an integration works before checking it.

How do I request access information?

Join the waitlist or email jm@unapersona.es with your activity, the workflow you want to improve and the tools you use.

Illustrative organisation and automation proposals. Feasibility, qualifications, permissions and obligations for each activity must be checked before implementing a workflow.

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