AI automation discovery workbook
Decide whether one repetitive business process is worth automating before buying software or promising a result.
Done when: One bounded workflow has a baseline, an exception owner, a test and a clear go, redesign or stop decision.
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The task and its business owner
Name one repeated task, the role accountable for it and the event that starts it. Use role names, not customer records.
Today's time and error baseline
Record aggregate volume, minutes per case, rework and the period measured. Separate measured facts from estimates.
One successful output
Describe the exact output a person would accept and the business evidence that would demonstrate success.
Inputs and permissions
List data categories and system names only. Identify who can authorize access; do not enter keys, passwords, private records or patient information.
Exceptions and human decisions
List cases that must stop automation or go to a person, with the responsible role and a fallback when unavailable.
Small pilot and decision
Define a synthetic-data test, cost cap, review date and pass/fail thresholds. Choose go, redesign or stop from the results.
Reference links and review boundary
Use the current issuer, payer, regulator, platform or qualified professional for your exact activity and location. These links informed the planning questions; they do not make this an official form, full compliance review or permission to operate.
Healthcare businesses are welcome for business education. PublicProof does not receive, store or process patient information. A completed worksheet does not establish HIPAA compliance, transport qualification, professional authority, account approval, a credential, reimbursement or revenue.
Worksheet updated October 20, 2026. Verify changing requirements before relying on them.