Automation Launch Checklist

Tool: Automation Launch Checklist

• Map the current process step by step, including the awkward exceptions
• Pick your first workflow using the prioritizer (Module 3)
• Estimate the hours and dollars it's worth with the ROI calculator (Module 4)
• Define the trigger, the steps, and what "done" looks like
• Decide which steps follow simple rules and which need an AI step
• Add a human review step for anything customer-facing or money-related
• Test against a batch of real past examples — including the messy ones
• Launch, set up failure alerts, and review results weekly for the first month