AUTOMATION GUIDE / REVIEWED JULY 22, 2026
Intended outcome: A bounded automation pilot with observable failure.
Pilot an automation with a hard stop and manual path
Constrain the trigger, input, action, volume, permissions, evidence, and restart process before allowing repeated actions.
Work through the change in order
- 01
Select one low-impact repetitive handoff.
- 02
Define trigger, source, action, destination, volume, and owner.
- 03
Use minimum credentials and a test environment where possible.
- 04
Add validation, duplicate protection, logging, alerts, and a kill switch.
- 05
Run supervised cases and reconcile every result.
Save evidence for these checks
- A person can pause the automation immediately.
- Every action can be traced to its input.
- The manual path remains usable.
Hold the rollout when a boundary breaks
- Unusual volume
- Missing or duplicate record
- Unauthorized field or action