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AI Automation Discovery Worksheet

Use this Markdown worksheet before building an AI workflow. It helps teams document the current process, systems involved, data sensitivity, failure handling, approval boundaries, and measurable success criteria.

What is included

Current-process mapping
Trigger/input/output questions
AI suitability check
Human approval boundary
Failure and recovery planning
Success metrics

Useful for

Automation discovery callsInternal process reviewAI project scoping

Free for internal personal or commercial business use. Redistribution or resale as a standalone product is not permitted.