Resources for clearer decisions
Assess a process before automating it
Choose a specific task and work with the person who does it to identify repetition, information needs, and what happens when something goes wrong.
Download the worksheetSpanish PDF · 9 pages · 219 KB · No signup
01
Describe the actual work
Write down what starts it, what it produces, and who does it. Mark missing information as unknown.
02
Review information and risk
Identify systems, access permissions, and errors that would need human review.
03
Decide what to measure
Record the current baseline and the result that would justify moving forward with a first version.
Print it or annotate it in your PDF reader. The worksheet helps you choose a next step; it does not establish technical feasibility on its own.
Still deciding where to start?
Our nine-question assessment helps you find a starting point for your company.