Automation Readiness Checklist
Check whether a workflow is stable and defined enough to justify automation.
Working record
| Check | What to do | Evidence to retain |
|---|---|---|
| Repeatability | Confirm that the trigger, input structure and output remain stable across representative cases. | The repeatability record, its source and the person responsible for resolving missing evidence. |
| Inputs | Retain the original source and state its format, unit and period. Mark assumptions separately from measured values. | Source values, conventions and missing details. |
| Outputs | Show a concrete example of the result the receiving person or system needs. Check fields, format and next action. | Expected output fixture and receiving owner. |
| Exceptions | Document the cases the normal process cannot complete and who should resolve them. | The exceptions record, its source and the person responsible for resolving missing evidence. |
| Ownership | Name the person who can approve the decision and the person who carries out the next action. A team name alone can leave the handoff unclear. | Named decision owner, action owner and review date. |
Review the decision
Check whether a workflow is stable and defined enough to justify automation. Keep repeatability, inputs, outputs attached to the conclusion so the next owner can challenge the assumptions. Resolve missing evidence before treating this record as approval.
Continue the decision
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Calculation and source notes
Keep the displayed formula, input units and model scope with the result. Corrections or questions can be sent through the request section on this page.