All resources
AutomationPlaybook 10 min · 4 pages
Workflow Automation Planning Toolkit
A five-step toolkit for planning, governing, and sequencing automation that compounds instead of stalling.
Inventory, score, pattern-select, govern, and sequence — the working steps a COO or platform leader can run with their team to stand up a real automation program without accumulating 18 months of debt.
What's inside
- Workflow inventory method and intake questions
- Five-dimension scoring rubric (Volume, Effort, Stability, Strategic value, Feasibility)
- Pattern selection: workflow tools, iPaaS, RPA, document AI, agentic AI
- Governance starter kit: catalog, monthly review, credentials policy, kill switches
- Sequencing model that compounds savings into the next round of funding
What you'll get out of it
- A ranked, sequenced automation backlog with named owners
- A governance baseline that prevents the next round of automation debt
- Measured cycle-time and error-rate wins to fund the next phase
Who it's for
- COOs and ops leaders launching or rebooting an automation program
- IT and platform leaders governing citizen development
- Finance, support, and HR leaders deciding what to automate next
Free download
Playbook · 4 pages
More from the library
AI
AI Readiness Diagnostic
30 questions across 6 pillars to tell you what to fix before your next AI deployment.
View resource Customer SuccessCustomer Success Health Score Framework
Design a health score that CSMs actually trust — and that predicts churn, expansion, and advocacy.
View resource Revenue OperationsRevOps Operating System Blueprint
A reference architecture for RevOps that scales from $10M to $200M ARR without re-platforming every two years.
View resource