# First automation project worksheet

Geronco.com — companion to the AI automation guide.
Complete this with your own observations. Blank fields are not zero.

## Candidate workflow

- Name:
- Current owner:
- Trigger:
- Inputs and permission to use them:
- Current manual steps:
- Required output:
- Where the result goes:

## Five-question scorecard

Use Yes / No / Unknown. Resolve No and Unknown before choosing a first pilot.
These are planning prompts, not a validated scoring model.

| Question | Answer | Evidence or action |
|---|---|---|
| Does the work repeat? | | |
| Are the required inputs available and permitted? | | |
| Can a named person check the result? | | |
| Can a mistake be corrected with a manual fallback? | | |
| Does a named person own exceptions and maintenance? | | |

## Weekly time estimate

- Weekly task volume (V):
- Current manual minutes per task (M):
- Review minutes per task (R):
- Fraction needing extra rework (E, between 0 and 1):
- Additional minutes per exception (X):
- Weekly upkeep minutes (U):

Net weekly hours = (V × M − V × R − V × E × X − U) / 60

This estimate excludes build time, subscription/usage costs and error impact.
Exception rework is additional to normal review. Negative results mean extra work.

## Pilot brief

- Exact first scope:
- AI step, if needed:
- Rules that remain deterministic:
- Systems it may read:
- Systems it may change, if approved:
- Person approving external actions:
- Cases that must stop or escalate:
- Duplicate/retry handling:
- Failure notification owner:
- Manual fallback:
- Approved test data:
- Review period:
- Quality criteria and how measured:
- Time criteria and how measured:
- Cost limit:
- Decision date / owner:

## Pilot observations

| Date | Cases reviewed | Corrections | Review minutes | Extra rework minutes | Upkeep minutes | Notes |
|---|---|---|---|---|---|---|
| | | | | | | |

## Decision

- Continue / revise / stop:
- Evidence:
- Next approved scope:

No customer details, account credentials or private records belong in a shared copy.