Resources · Checklist

Before automating,
prepare a solid foundation.

Check the points you can already answer. The result structures the conversation; it does not certify feasibility or replace a process review.

A specific objectiveI can explain what work I want to improve and why it matters.A recent caseI have a representative example from start to finish.An ownerI know who understands the process and who can approve a test.The necessary sourcesI can locate the data or documents used in the work.An initial baselineI have an estimate of the current volume, time or errors.The limits of AII know which decisions must remain under review.A fallback when something failsI can explain how to stop it or continue manually.A way to verify the outcomeI have defined which signal would justify keeping or expanding the improvement.

You do not need to have everything resolved before starting a conversation.

Pending checks show what is worth investigating. A gap is useful information; there is no need to fill it with an assumption.

Before automating,prepare a solid foundation.

Before automating,
prepare a solid foundation.