Copy this document automation brief

DOCUMENT AUTOMATION BRIEF

Document type:
Current manual steps:
Trigger and required input:
Definition of complete:
Source system and request ID:

FIELD MAP
Document field | Source field | Format | Required? | Missing-value action

TEMPLATE
Master template location:
Template owner and version:
Output format and filename:
Destination folder:
Long-text and variable-table rules:

BUSINESS RULES
Price source and currency:
Date, expiry, tax and discount rules:
Allowed automatic-delivery cases:
Exception route and responsible owner:

DELIVERY AND RECOVERY
Recipient source and access rule:
Evidence of generation:
Evidence of delivery:
Duplicate/retry rule:
Manual fallback:

PILOT
Synthetic normal record:
Missing-field record:
Long-text record:
Repeat-submission record:
Acceptance checks:
Observed manual time and pilot time:
Maintenance owner:

Leave out passwords, API keys, and confidential customer data.

From Automations For Business
https://automationsforbusiness.com/blog/document-automation-brief