PTENES
MODULE 1.3

🗺️ The 5-step map

Every strategic automation follows the same path: identify, map, design, build, and commercialize. This module presents the complete map — and shows how each stage becomes a course track, with the practice applied in Track 6.

6
Topics
~40
Minutes
Basic
Level
Theory
Type
1 · IdentifyT2 2 · MapT2 3 · DesignT3 4 · BuildT4 5 · Commercialize T5 · sellable asset illustrative — steps 1–4 lead to value; step 5 turns it into revenue · T6 puts it all into practice
1

🔎 Step 1 — Identify

It all starts with the right opportunity. Identify is hunting, within a routine or business, for the repetitive tasks that drain the most time and money — the “10-hour tasks” from Module 1.1. Poor identification dooms the rest of the process.

🎯 What to do in this step

  • •List the tasks that repeat more than twice.
  • •Mark which ones are mechanical and predictable.
  • •Estimate the total time each one takes.

🧭 Where this becomes a path

This step is the heart of the Track 2 — Audit & Mapping, which teaches you how to find the 10-hour task and measure time and cost systematically.

Hunt

Find the right task.

Signals

Repetition and patterns.

Measure

Task time and cost.

→ Track 2

Where to go deeper.

2

🗺️ Step 2 — Map

You can’t automate what you don’t understand. Map is documenting the current process step by step — inputs, decisions, outputs — so you can see exactly where automation fits. It’s the bridge between the problem (as-is) and the solution (to-be).

✓ Well-crafted as-is map

  • ✓Show every actual step in the process.
  • ✓Reveals bottlenecks and rework.
  • ✓Shows where automation fits in.

✗ Skip the mapping

  • ✗Automate one part and break another.
  • ✗Discovering exceptions only after it's done.
  • ✗Build in the dark and redo everything.

🧭 Where this becomes a path

Mapping is also part of the Track 2 — Audit & Mapping: diagram the as-is → to-be process and calculate the time savings.

As-is

What the process is like today.

To-be

How it will be automated.

Bottlenecks

Where time is lost.

→ Track 2

Where to go deeper.

3

📐 Stage 3 — Design

Design is turning the mapped process into a concrete project: which tools, which AI models, what logic, which prompts, and where the decision points are. A good blueprint makes implementation fast and predictable.

🏗️ What goes into the blueprint

  • •Trigger: what triggers the automation.
  • •Logic: the steps and decisions along the way.
  • •Tools and models: what each part of the work does.
  • •Action: the final result delivered.

🎯 Practical tip

Draw the flow on paper or in a diagram before opening any tool. If the drawing is confusing, the automation will be even worse—the blueprint is where errors are cheap to fix.

🧭 Where this becomes a path

This step is the whole Track 3 — Solution Design: architecture, choice of tools and models, logic, and prompts.

Architecture

The solution structure.

Tools

What each part does.

Logic

Steps and decisions.

→ Track 3

Where to go deeper.

4

🛠️ Step 4 — Build

Build is where the value finally happens: implementing the automation for real, from trigger to action, with integrations and error handling, until it runs reliably without you around. Solid implementation is what makes the automation work on its own.

1

Build the workflow

From trigger to action

Connect the trigger, steps, and action by following the blueprint. Each part of the diagram becomes a block that does one thing well.

2

Make reliable

Error handling and testing

Anticipate what could go wrong, add checks, and test with real cases. An automation is only worthwhile if you trust it to run on its own.

🧭 Where this becomes a path

Building is all the Track 4 — Build: environment setup, first end-to-end automation, integrations, and reliability.

Trigger → action

The end-to-end workflow.

Integrations

Connect the systems.

Reliability

Runs on its own without errors.

→ Track 4

Where to go deeper.

5

💰 Stage 5 — Commercialize

The step that closes the loop. Commercialize is turning the automation you built into a service: packaging the deliverable, pricing it based on the value generated, and selling it to clients. Without this, automation is just a hobby that saves you time; with it, it becomes revenue.

📦 From time saved to revenue

  • •Package: turn the automation into a clear offer.
  • •Set a price: charge for the value generated, not the hours spent.
  • •Deliver and scale: repeat the same solution for many clients.

🎯 Practical tip

If the automation saves a client R$ 7,500/year, it’s worth far more than the hours you spent building it. Price it based on the return it generates for the buyer.

🧭 Where this becomes a path

This step is the whole Track 5 — Sales: package it as a service, price it based on the client’s ROI, deliver it, and scale it.

Package

Turn into a clear offer.

Set a price

Charge for value.

Scale

Sell to many.

→ Track 5

Where to go deeper.

6

🧭 How the 6 tracks follow this map

The entire course fits in this single image: each step on the map corresponds to a track. Tracks 2 through 5 are the five steps in order, Track 1 provides the foundation you’re seeing now, and the Track 6 — Practice apply everything with ready-to-use exercises, prompts, and skills.

🗺️ Map ↔ paths, in one line

T1 Fundamentals → the foundation (you're here)
Identify → T2 Audit
Map → T2 Audit
Design → T3 Design
Build → T4 Build
Commercialize → T5 Sales
Apply everything → T6 Practice
Matching

One track for each stage.

Sequence

T2 → T3 → T4 → T5.

Practice

T6 applies everything.

Mind map

Where you are and where you're going.

✅ Module Summary

✓
Identify - find the 10-hour task. It becomes Track 2.
✓
Map - diagram the as-is → to-be process. Also in Track 2.
✓
Design - the solution blueprint. Becomes Track 3.
✓
Build - build the reliable end-to-end workflow. Becomes Track 4.
✓
Commercialize - package, price, and sell. Becomes Track 5.
✓
Track 6 - apply every step in practice, with exercises and prompts.

Next Track:

Track 2 — Audit & Mapping: find the 10-hour task, measure time and cost, and diagram the as-is → to-be process.