# The automation opportunity canvas

Automate with Khushbu · Version 1.0 · Example learning material

Map the task before you pick a tool.

## Current task

Record its trigger, owner, inputs and expected output.

Your notes: ______________________________

## Frequency

Record observed frequency and handling time; mark estimates explicitly.

Your notes: ______________________________

## Decisions

Separate fixed rules from judgment. Identify human approval points.

Your notes: ______________________________

## Permissions

Check approved accounts, data boundaries and tool access.

Your notes: ______________________________

## Exceptions

Define what happens when data is missing, duplicated or invalid.

Your notes: ______________________________

## First test

Write a normal case, a duplicate case and a failure case.

Your notes: ______________________________

## Worked example / note

Fictional task: A service request is captured, checked for missing fields, reviewed by a person and assigned to an owner.

## Usage

Adapt for personal or internal team use. Examples are fictional and are not verified client or learner results. This worksheet is not a certification or a guaranteed outcome.