Automation and operations
How do I document a manual process before automating it?
Follow real work and write down the trigger, steps, decisions, people, systems, inputs, outputs, and common exceptions. Include the workarounds people actually use, not only the official procedure. That gives the automation a realistic process to improve.
What to check
- What starts and ends the process?
- Which decisions happen along the way?
- What unofficial workarounds are being used?