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Free Front Office Leak Check

Record one front office workflow. We will map the leak.

Otto is ready to watch one real workflow. Show where the request starts, explain what happens next, and type instead if recording is not available.

1. Before You Record

Record one real front-office workflow from start to finish. As you record, explain what your team normally does, where things slow down, who owns each step, and what happens if no one follows up.

This quick leak check looks for places where front-office work depends on memory, manual follow-up, scattered tools, or unclear ownership. The more context you provide, the more accurate your report will be.

Good workflows to record

Missed call workflow
Form submission workflow
Invoice or payment follow-up workflow
Scheduling request
Lead follow-up process
Any front-office task that currently depends on people remembering what to do

Recording tips

  1. 1.Show where the request starts.
  2. 2.Explain who owns the next step.
  3. 3.Show where reminders or follow-ups happen.
  4. 4.Show where the final status is tracked.
  5. 5.Narrate what normally happens if something gets missed.

2. Record This Workflow

Otto guidance

Start the recording, narrate the workflow out loud, and stop when Otto has seen the handoff. Prefer to type it instead? The written form stays available below.

Microphone: Not enabled

Microphone has not been enabled yet.

Otto needs the mic only to hear this walkthrough — you can stop anytime.

Start
Pick a screen or window.
Narrate
Explain who owns each step.
Stop
Tag gaps before submitting.
Ready to record00:00
Your screen recording preview will appear here.

3. Tell Us Where To Send The Report

Submit The Leak Check

You will get a shareable diagnostic report. If no narration is captured, the report will say so and rely on your gap tags and written answers.