BUSINESS PROCESS AUTOMATION EXAMPLE WORKSHEET
Automations For Business | https://automationsforbusiness.com/guides/business-automation-examples

Repeated business task:
Current steps and tools:
Trigger and frequency:
Input records and required fields:
Stable record / request identifier:
Rules that can be automated:
Decisions needing a person:
Owner and reviewer:
Destination and useful result:
Missing-data route:
Duplicate / retry rule:
Failed-connection recovery:
Access requirements:
Manual fallback:
Current time, errors or waiting time:
Pilot scope and acceptance checks:
Review date and measured result:

Test one normal case, a duplicate, missing information and a failed connection.
Check that the owner can see the status, resume the work and identify the completed result.
Include review and maintenance time when comparing the pilot with today's process.