Resources · Checklist

Checklist for spotting automation worth doing

Assess whether a repetitive process has enough volume, stability and ownership to justify automation.

Audience: Operations, administration and process owners
Estimated time: 10 minutes
Version: 1.0

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Progress: 0/12

01Repetition and volume

Check that there is a sufficient operational baseline.

The process repeats at a known frequency.We can estimate how many cases are handled each week or month.Manual effort per case can be measured without using sensitive data.

02Rules and exceptions

Automation needs explicit boundaries.

The start and end of the process are clear.The main rules can be explained without relying on tacit knowledge.Frequent exceptions are identified and have a human route.

03Data and systems

Validate that information can move in a controlled way.

We know what data enters, where it comes from and who may use it.The systems provide an API, export or viable integration mechanism.There is a way to detect and correct incomplete or incorrect data.

04Ownership and outcome

The improvement needs an owner and a success signal.

A named person owns the process and its changes.The affected team will take part in validation.We can measure cycle time, errors, capacity or quality before and after.

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Checklist for spotting automation worth doing

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Next step

Prioritise automation opportunities

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Owner: Codiloop · Automatización
Reviewed: 2026-09-22
Next review: 2026-12-22

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