Free practical worksheet
Automation Readiness Checklist
A free three-page worksheet to determine whether an automation is ready for a safe, reviewable first test.
Use it to define the job, name the human decision, choose a manual fallback and set the evidence to review.
Free PDF 3 A4 pages Printable checklist and pilot record
PDF file · 3 A4 pages · printable, not interactively fillable · no email required
Use the checklist
Test an automation without losing the ability to review or recover.
- 01
Choose one repeatable task and make the trigger, expected result and owner explicit.
- 02
Name the human review, the point at which the work must stop and the evidence that should be kept.
- 03
Define a manual fallback and a small, safe first test before connecting a wider workflow.