December 8, 2023

Automation Project Playbook: 7 steps to smooth & successful automation

Every automation journey is an adventure of its own, brimming with a blend of challenges and specific needs. That's why, together with the team at Triggre, I have written this playbook, offering a detailed, step-by-step roadmap to master your business process automation projects like a seasoned pro.

🎯 Goal Setting: Visionary Alignment

The playbook kicks off with 'Goal Setting.' It's essential to start with a clear vision. Aligning your application's goal with your organization's broader objectives is not just strategic, it's fundamental. This alignment ensures that every step taken contributes meaningfully to the overall mission.

✍️ Sketching: Blueprinting Success

Next up is 'Sketching.' This step is all about laying the groundwork. Using simple tools like pen and paper, quickly jot down the main processes and use-cases of your application. This visual representation acts as a blueprint, guiding the entire project.

🧱 Building: Turning Vision into Reality

Then, we move to the 'Building' phase. Here's where your plans start to materialize. Using your chosen tools, you'll bring to life the selected use-cases for your application. This stage is where creativity meets functionality!

🧪 Testing: Ensuring Flawless Functionality

'Testing' is up next. This critical step involves rigorously checking each use-case to ensure everything works as intended. Effective testing helps avoid any unpleasant surprises down the line.

♻️ Making Changes: Refine and Perfect

Based on feedback from testing, 'Making Changes' is where you fine-tune your application. This iterative process ensures that your application not only meets but exceeds expectations.

👨‍🏫 Demo: Showcase Your Achievement

The 'Demo' stage is your moment to shine. It's time to demonstrate your solution, linking each use-case back to the organization's goals. This step is crucial for management buy-in and broader organizational understanding.

☎️ Support: Ongoing Excellence

Lastly, 'Support' is about transitioning the project into regular operations. Providing proactive support to users ensures that the application evolves with the organization, maintaining relevance and effectiveness.

Iterative Process: The Cycle of Improvement

An important aspect to note is the iterative nature of this playbook. After 'Making Changes,' you can loop back to 'Sketching.' This cyclical process allows you to start small, and continuously improve and adapt, ensuring your automation project brings value as quickly as possible.


The "Automation Project Playbook" is more than just a guide; it's a pathway to achieving seamless and successful automation. By following these seven steps, you'll not only implement effective automation solutions but also ensure they're aligned with and contribute to your organization's overarching goals. Whether you're an experienced tech guru or just starting, this playbook is your companion in the ever-evolving and exciting journey of automation!

This is a brief overview of the "Automation Project Playbook" which is available at https://triggre.com/automation-project-playbook for free, no email, nothing. For any questions and insights, feel free to reach out or comment below!

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