Before implementation

Confirm:

• Workflow owner

• Current workflow

• Systems involved

• Required inputs

• Expected outputs

• Exception cases

• Success metrics

Step 01 — Map the workflow

Document:

Trigger
→ Input
→ Processing
→ Decision
→ Action
→ Outcome

Trigger
→ Input
→ Processing
→ Decision
→ Action
→ Outcome

Trigger
→ Input
→ Processing
→ Decision
→ Action
→ Outcome

Trigger
→ Input
→ Processing
→ Decision
→ Action
→ Outcome

Step 02 — Identify automation opportunities

Prioritize tasks that are:

• Repetitive

• Predictable

• High-volume

• Easy to measure

Step 03 — Connect systems

Define:

• API requirements

• Authentication

• Data mapping

• Permissions

• Failure handling

Step 04 — Build safeguards

Include:

• Validation

• Error handling

• Approval points

• Human escalation

• Logging

Step 05 — Test

Test:

Normal cases

Expected workflow behavior.

Edge cases

Unexpected but valid situations.

Failure cases

System or data failures.

Step 06 — Deploy

Production deployment should include:

• Monitoring

• Ownership

• Rollback plan

• Documentation

• Performance baseline

Success metrics

Track:

• Processing time

• Manual touches

• Error rate

• Completion rate

• Operational cost