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Workflow triage interviews in Koji, step by step

From template to a triage table in about two weeks

Process showing six steps to run workflow triage interviews in Koji, from the template and brief to previewing, inviting people and reading the report.
The six steps from template to triage table
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The setup sequence for running workflow triage interviews in Koji. Start from the Process Discovery Interviews template, write the triage question into the brief, upload the procedure as context, add scale and choice questions, preview the interview and share the link. The report then gives themes and quotes per step for the triage table.

Where this appears

What's in this process

  1. Start from the template: Pick Process Discovery Interviews in the Business Analysts templates.
  2. Shape the research brief: Write the triage question and name the steps you need scored.
  3. Give the interviewer context: Upload the procedure and step list so follow-ups use your vocabulary.
  4. Add structured questions: Use a scale, a choice and a yes/no to get a number per step.
  5. Choose voice or text, then preview: Run a preview interview yourself before you invite anyone.
  6. Invite and read the report: Share the link, then build the triage table from themes and quotes.

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Related

Table comparing process mining, workshops and manual interviews, surveys and Koji on off-system work, follow-up, consistency, reach and analysis effort.

Ways to gather workflow triage evidence

Framework showing four signals for triaging a workflow step before giving it to an AI agent: rule clarity, exception rate, judgment stakes and data access.

The four signals of workflow triage

Process showing the research sequence of discovery, validation and tracking: interviews first, a survey to validate the themes, then surveys to track results.

Research sequence: interviews, then surveys