# Automation candidate checklist

Use a sanitized example. Do not include personal or confidential data.

## Is this a candidate?

- [ ] The task repeats on a known schedule.
- [ ] I can explain the normal rule and expected output.
- [ ] Input and output are digital, or there is an agreed way to make them digital.
- [ ] Exceptions and required approvals have a human review path.
- [ ] An accountable owner is identified.

If a box is unchecked, describe what must be prepared or kept manual before commissioning.

## Describe the workflow

- **Task and current input:**
- **Normal rule:**
- **Exceptions and required approvals:**
- **Reviewer and accountable owner:**
- **Desired output, destination, and access:**
- **Frequency, volume, and simultaneous inputs:**
- **How to identify duplicates and correct mistakes:**
- **On failure: who is notified, what pauses, and how work is checked and recovered:**
- **Ongoing monitoring, changes, and applicable costs:**

Paper-only intake needs an agreed capture step. Real-time or high-concurrency needs require a design assessed for those demands. Keep judgment-heavy decisions with a person.