Automation opportunity checklist

For example: A completed enquiry always creates the same review task.

Observe several real cases before writing the automation rule.

For example: Owner, reference and deadline are available.

Fix missing inputs at the point of capture.

For example: Two team members make the same routing decision.

Document decision rules and the exceptions.

For example: Time is sampled across representative cases.

Measure monthly volume and handling time before estimating savings.

For example: A failed document lookup creates a review task.

Design the exception route alongside the successful route.

For example: A duplicate event creates only one downstream task.

Agree acceptance tests and a rollback plan.