Automation Playbook: What to Automate, Tests, and Rollback Plan
Checklist to decide which processes to automate, how to test safely, and what rollback steps to keep.
Steps: select process by frequency/complexity; map exceptions; build test cases; human-in-the-loop decision points; monitoring and alerting rules; rollback and owner assignment. Includes suggested starter automations (appointment reminders, invoice follow-ups) and measurement plan.
Discussion
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