FIRST AUTOMATION PLANNING WORKSHEET

Business / workflow owner:
Planning date / review date:

1. TASK SHORTLIST (COPY FOR EACH)
Task and trigger:
Recent example:
Observed frequency:
Person responsible:
Tools / input sources:
Ordinary handling time / difficult-case handling time:
Missing facts and common mistakes:
Correct finished result:

2. FIRST-TASK DECISION
Selected task:
Why this repeats enough to investigate:
Rules the team agrees on:
Inputs we can access:
How the result can be checked:
How to pause or recover:
Current tool settings already checked:

3. BASELINE
Observation period:
Cases observed:
Active handling minutes:
Elapsed wait time:
Corrections / incomplete cases:
Data limitations or unusual cases:

4. PILOT BRIEF
When [trigger]:
Use [inputs]:
Produce [output]:
Done means [completion checks]:
Outside this phase:
Human approval points:
Account / access owner:
Cost boundary and recurring costs:
Failure alert recipient:
Pause / manual fallback:
Duplicate and retry behavior:
Handoff instructions required:

5. ACCEPTANCE CASES
For each: input / expected output / observed output / pass or fix.
[ ] Ordinary case
[ ] Missing or conflicting information
[ ] Duplicate input
[ ] Connection failure and retry
[ ] Stop condition or human override

6. REVIEW
Cases completed / cases attempted:
Handling, review, and exception minutes:
Corrections / incomplete cases:
Difference from baseline and possible other causes:
What the team would do with reclaimed time:
Decision: keep / repair / expand one step / stop
Reason and next action:
Owner / next review date:

Source: Agent Run Apps
https://www.agentrunapps.com/resources/small-business-automation-plan
Free worksheet. Adapt it to your business.