Start with outcomes
TODO: Replace with real-world context on defining outcomes before documenting steps.
Use this section to explain how teams align on success metrics and scope.
- Pick one workflow that impacts revenue or quality and define what "good" looks like.
- List the actors, inputs, outputs, and exceptions so you know where things go wrong.
- Capture the baseline time, cost, and error rate to measure impact.
Document the path
TODO: Replace with practical guidance on keeping documentation light but useful.
Explain how to prioritize clarity over tooling and keep the playbook usable.
- Use a simple step-by-step outline with owners and SLAs. Avoid flowchart sprawl to start.
- Capture links to templates, forms, and tools in one place so the playbook is the source of truth.
- Mark decision points and handoffs so ownership never feels ambiguous.
Stabilize then automate
TODO: Replace with the criteria for when a workflow is stable enough to automate.
Share examples of quick wins that reduce rework without adding complexity.
- Fix missing inputs and approvals before wiring automation. Otherwise you automate the chaos.
- Pilot with one team, gather feedback, and only then add triggers and alerts.
- Document edge cases so automation stays resilient under pressure.