Is the process clear?
Write down what should happen before deciding which steps to automate.
Practical resources
One workflow.
A clearer picture.
Use this short worksheet to turn a recurring frustration into something useful to discuss. You can copy or download your notes without submitting them.
Before you automate
Three questions
worth answering.
Who checks the result?
Agree who responds when something is incomplete, unusual or wrong.
What would improve?
Choose an observable result, then check it with real examples.