Automation First Approach planning brief

AUTOMATION FIRST REVIEW
Outcome the customer or team needs:
Current repeated steps:
Steps we can remove:
Inputs we can standardise:
Rules we can write clearly:
Decisions requiring a person:
One source record:
Cancellation and correction path:
Manual pilot observations:
Normal and exception examples:
Pause procedure:
Evidence needed before expansion:

From Automations For Business
https://automationsforbusiness.com/blog/automation-first-approach