Practical resources for the work before the workflow
Use these resource ideas as content starting points. Replace each item with a real, tested downloadable file before presenting it as a download.
Worksheet
Automation opportunity canvas
Capture the process owner, frequency, exceptions, systems, risk, and success measures.
Template file to add
Checklist
Pre-launch test checklist
Cover happy paths, edge cases, retries, access, alerts, and rollback readiness.
Template file to add
Guide
Workflow documentation guide
Record inputs, outputs, ownership, dependencies, and recovery procedures.
Template file to add
How to publish a resource
Upload the final file to the WordPress Media Library, check that it contains no credentials or customer information, add accessible instructions, and link it from a resource card. Keep a record of the version and update date.