Automate a stable decision, not a mystery.
Assess repetition, rules, data, exceptions, ownership and risk before connecting a workflow.
Checklist
A good candidate is repeatable, observable and reversible.
- 01The trigger and desired outcome are explicit.
- 02The required data is available and permitted for this use.
- 03Normal rules and exception cases can be described.
- 04A person owns the workflow and can intervene.
- 05Failures are visible and recoverable.
- 06The time saved is not replaced by review overhead.
- 07Sensitive decisions remain with qualified people.
- 08The change can be measured without collecting unnecessary data.
Opportunity map
Balance value with operational risk.
High opportunity / low risk
A strong first candidate for a supervised pilot.
High opportunity / high risk
Redesign rules and controls before implementation.
Low opportunity / low risk
Keep on the backlog unless it unlocks a wider flow.
Low opportunity / high risk
Do not automate without a materially different case.
Important
This checklist is a planning aid, not a scientific score.
Any result depends on the quality of the inputs and the real operational context. A discovery should verify assumptions before work is promised.
Turn the friction into a clear plan.
Tell us what should become easier for customers and the team.