Process map
Document the trigger, actions and expected result.
Start with one process, its inputs and its exceptions. Build an automation scope that can be tested before it touches daily operations.
Document the trigger, actions and expected result.
Choose where a person must review or authorise a step.
Define a success measure and a safe fallback.
Choose one repeatable task for Automation. Record its inputs, expected output and the person who decides whether the result is acceptable.
List the applications and data sources involved. Use only the access needed for the agreed task, and require human approval before consequential actions.
Compare the output with examples your team has checked. Track errors and time saved, then agree whether to expand, revise or stop the pilot.
Tell us about current process, task frequency, system access and exception handling.
Current process, task frequency, system access and exception handling.
The selected products, confirmed availability, licence terms and agreed delivery or management scope. Taxes and optional services must be identified before purchase.
Confirm the products, responsibilities and terms before you proceed.