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Checklist: what to automate first

A one-page checklist for choosing a first project, taken from our article. Print it, tick it and bring it to the conversation.

Download the checklist (PDF)

Accessible PDF in English, with real text and headings.

A look inside

The checklist has four parts. These are the questions to answer before you choose a task.

Check four things before you choose

Before you pick a task, ask four questions.

  • Does it happen often enough to matter?
  • Can you write the steps in plain language?
  • Is a mistake easy to catch and cheap to fix?
  • Can a person review the result before it is used?

Based on the article: What a law firm should automate first