Editable guide
The automation opportunity canvas
Map the task before you pick a tool.
Sections: 6
Free and editable
Useful documents.
No gate, no signup.
Short, practical guides you can fill in and hand to a teammate. Each one is designed to be used once, revised and then used again — not filed away.
Start here
The Better Workflow Starter Kit
Five free, editable documents in one sensible order — list the work, map it, write the instructions, check readiness and hand it over. Download them one by one or as a single bundle.
Eight guides
Pick the one that matches your next step.
Every resource is editable and short enough to finish in one sitting.
PLANNING2 RESOURCES
Editable worksheet
Manual Work Tracker
List the repetitive work before deciding what to automate.
Sections: 5
OPERATIONS3 RESOURCES
Editable guide
The practical SOP template
A fill-in procedure your team can actually follow.
Sections: 6
Editable guide
Automation handover checklist
Leave a workflow with clear ownership and recovery notes.
Sections: 5
Editable guide
Weekly operations review
A meeting template built around decisions, not status theatre.
Sections: 5
AUTOMATION2 RESOURCES
Editable guide
Workflow test checklist
Test more than the happy path before handing a flow over.
Sections: 6
Editable checklist
Automation Readiness Checklist
Check the rules, data, access and exceptions before you build.
Sections: 5
MENTORSHIP1 RESOURCE
Editable guide
Prepare for an operations review
Bring a process question, not a pile of passwords.
Sections: 5
How to use these
One at a time. On real work.
Pick the guide that matches the next decision you have to make. Fill it in with a real task, not a hypothetical one. Revise it once you have tried the process.
These guides are not a substitute for a security review, a compliance audit or legal advice. If your work touches regulated data, involve the right professional before automating.
Want help
filling one in?
Bring the guide and your task to a focused session. We’ll work through it together.