12 October 2026
Before building anything, answer these questions.
The checklist
- What is the goal, in your own words and numbers? - Who owns the process and will approve changes? - Is the data clean enough to automate on? - Which steps must stay with a person? - What happens when something fails? - How will you test with real cases? - Who maintains it after launch?
Why it matters
Most failed automations fail because the process was unclear, not because the technology was weak. Ten minutes with this list often changes the plan for the better.
Want a second pair of eyes on your answers? Book a consultation and we will go through them with you.
checklistplanning