DOCUMENT AUTOMATION PLANNING CHECKLIST
Automations For Business | https://automationsforbusiness.com
Updated 17 October 2026

Use redacted samples when discussing the project.

1. THE REPEATED TASK
Document name and purpose:
How often it is prepared:
Current preparation time and common corrections:
Person responsible for the result:

2. SOURCE AND TEMPLATE
Source system and stable record ID:
Blank approved template and version:
Required fields and where each comes from:
Fields that must never be guessed:
Expected tables, attachments and output format:

3. REVIEW AND DELIVERY
Reviewer and approval rule:
Where uncertain or missing values go:
How a corrected draft returns for review:
Approved destination and recipient check:
What happens when the source or template changes:
Access and retention requirements:

4. PILOT CHECKS
[ ] Normal completed example
[ ] Missing required field
[ ] Duplicate request
[ ] Long text and multi-page tables
[ ] Uncertain extracted value
[ ] Changed template
[ ] Interrupted connection
[ ] Correct customer, reviewer and final destination
[ ] Approved version can be distinguished from drafts

5. EVALUATION
Compare the same workload before and after the pilot.
Record preparation time, corrections, review time and incomplete packs.
Agree the acceptance checks and ongoing maintenance owner.

Discuss the workflow: https://automationsforbusiness.com/contact