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Process Automation Questionnaire
Describe what you want to automate. Bullet points are fine.
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Company
*
Contact person
*
Email
*
Phone
Process
1) What would you like to automate?
*
2) What is the trigger?
*
3) Which steps are currently done manually?
*
4) Which systems / tools are involved?
*
5) Desired result of the automation
*
6) Rules / decisions (optional)
Frequency & Criticality
7) How often does the process run?
*
multiple times daily
daily
weekly
irregularly
8) Criticality
*
low
medium
high
business critical
Security & Success
9) Compliance / Data protection
10) What are you trying to improve with the automation?
*
Optional: Notes / Links
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