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Process Automation Playbook
automation guidesAvailable

Process Automation Playbook

Map, prioritise, and scope workflow automation

The Story

Most automation projects fail before a line of code is written. Usually because nobody mapped the process properly.

This playbook gives you the same discovery structure we use on client work: stakeholder interviews, workflow diagrams, exception handling, and a scoped automation brief you can hand to a developer or implement yourself.

Preview

# Process Automation Playbook

## 1. Discover
- Current-state workflow map
- Pain point log (time, errors, dependencies)
- Systems and data sources inventory

## 2. Prioritise
- Automation candidate scorecard
- Risk vs effort matrix
- Quick wins vs strategic builds

## 3. Scope
- Defined deliverables template
- Assumptions and out-of-scope list
- Success metrics worksheet

What's Included

  • Workflow mapping templates (Miro / FigJam / PDF)
  • Automation candidate scoring matrix
  • Exception and edge-case checklist
  • Scope document template with assumptions
  • Handover and documentation outline
  • Commercial use within your organisation
£49

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Details

Format
PDF, Notion, Miro
Delivery
Instant digital download

Tags

automationprocessworkflowplaybook
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