# First business automation evaluation worksheet

Use with https://www.ajjuiglesias.com/blog/first-business-automation

Record observations and assumptions separately. Do not enter credentials, private customer data or access tokens.

## Candidate and evidence
- Task and finished result:
- Recipient and business purpose:
- Observation period and source of evidence:
- Frequency and active minutes per run:
- Waiting time recorded separately:
- Common exceptions observed:

## Workflow boundary
- Trigger:
- Source of truth and stable record identifier:
- Required fields:
- Selection and transformation rules:
- Output and review destination:
- Conditions requiring human review:
- Duplicate and repeated-run handling:
- Success evidence:

## Options and effort
- Existing software feature checked:
- Proposed tool and exact connector/action tested:
- Manual preparation over observation period:
- Remaining review effort:
- Exception handling and maintenance effort:
- Provisional capacity released:
- Setup effort and recurring charges:
- Assumptions requiring measurement:

## Pilot acceptance
- Normal and empty inputs:
- Missing or invalid values:
- Unavailable source or destination:
- Duplicate trigger and delayed run:
- Retry following partial completion:
- Manual comparison and reviewer:
- Pilot period and reasons it is representative:

## Handover and decision
- Account and connection owner:
- Minimum access required:
- Failure recipient and backup:
- Recovery instructions and manual fallback:
- Pause/restart procedure:
- Change events requiring review:
- Actual results and remaining uncertainty:
- Decision: continue, revise or pause:
- Next review date: