Map the work
before you automate it.
Map a manual workflow, its exceptions, and the people who must approve a result before asking for automation.
Discuss your workflowFive checks
Automation project checklist
Use this before scoping a project. A rough map is enough to start a useful conversation.
Name the trigger
What starts the work? Record the input, its source, and who owns it.
Trace the handoffs
List each tool and person involved. Mark where information is copied or re-entered.
Mark exceptions
Name missing, duplicate, or changed inputs. Decide who should resolve each case.
Keep human decisions
Identify approvals and sensitive access that a person must control.
Define the result
Describe the output, who checks it, and what happens when a run fails.