Automation Templates for Better Project Decisions

Automation opportunity brief

• Process name and accountable owner
• Current trigger, inputs and output
• Frequency, active time and waiting time
• Systems and people involved
• Common errors and exceptions
• Customer, revenue or operational impact
• Expected outcome and measurement

Workflow requirements template

• Trigger conditions
• Required data fields and source of truth
• Business rules and routing
• Permitted system actions
• Human approval conditions
• Notifications and service targets
• Error, retry and manual fallback behavior

AI evaluation template

• Representative normal examples
• Ambiguous and incomplete examples
• Sensitive or prohibited requests
• Expected structured output
• Accuracy and acceptance criteria
• Escalation threshold
• Reviewer and review frequency

Launch checklist

• Production credentials and least-privilege permissions
• Backup and manual operating procedure
• Logging and alert recipients
• Duplicate prevention and retry tests
• User training and ownership
• Baseline and target metrics
• Rollback or pause procedure

Maintenance review

• Workflow usage and business value
• Failure and exception patterns
• External API or field changes
• Credential expiry and permissions
• Prompt, rule and knowledge updates
• Documentation accuracy
• Next optimization priority