Automations For Business worksheet

AUTOMATIONS FOR BUSINESS: FIRST PROJECT BRIEF

The job we repeat:
What starts it:
Tools we use:
How often it happens:
Current steps:
The slow or awkward part:
Finished result we want:
Example with private details removed:

FIRST VERSION
Steps included:
Steps left for later:
Who reviews the result:
How we will recognise success:

BEFORE BUILDING
Agreed setup cost:
Software costs and limits:
Business account that will own the setup:
Access required:
Support and change arrangements:

CHECK AND HANDOVER
Normal request:
Missing details:
Repeat request:
Connection failure:
Person responsible:
Where to find run records:
How to pause:
Next review date:


From Automations For Business
https://automationsforbusiness.com/blog/automations-for-business