03/24/2026
7 Questions to Ask Before You Automate a Business Process
Is your company getting ready to automate some of the work your team does? If so, it’s worth thinking through a few questions to ask before automating a business process.
Automation can take a meaningful amount of work off your team’s plate. It can also improve process consistency and make day-to-day operations less burdensome.
But before automating a workflow, it’s important that the process is understood clearly.
Here are the questions you should ask first:
1. What outcome are we trying to achieve, and how will we measure it?
2. What does the process actually look like today?
3. What triggers this process, and when is it complete?
4. Where does this process break down, including edge cases?
5. What inputs does this process rely on, and how consistent are they?
6. What decisions need to be made along the way?
7. What should happen when something doesn’t go as planned?
Taking a little time upfront to think through these questions will help ensure your automation actually works the way you expect it to.
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