FIRST AUTOMATION CHECKLIST

Start with one repeated task.

Choose a task with a clear trigger and a useful outcome. This checklist helps you define the workflow, check its limits and decide how your team will keep it working.

1. Record the task before changing it

Choose something concrete, such as copying a website enquiry into a CRM. Write down how often it happens, the time usually spent and who owns the task.

Measure a few ordinary examples rather than guessing a saving. A task that takes two minutes ten times a week uses 20 minutes; that is an illustrative calculation, not an Execelo client result.

Frequent, predictable tasks are useful candidates. If each instance needs a different judgement, first identify the repeatable step and where a person must decide.

2. Name the trigger, tools and action

A simple example is “When a valid enquiry arrives in our form tool, create or update the contact in our CRM.” The form and CRM are two tools; adding an email platform or reporting destination may change the scope.

Trigger: which event starts the workflow?
Information: which fields are needed, and which system owns them?
Action: what should happen when the information is valid?
Access: who can authorize the connection and confirm tool support?

Execelo’s starting automation package covers one agreed workflow connecting up to two supported tools. Availability of an integration must be checked before a quote is confirmed.

3. Define the exceptions and fallback

Discuss what happens when a customer already exists, a field is missing or a connected tool cannot be reached. Decide who is alerted and how the task is handled manually while the problem is reviewed.

Repeat delivery must not create an unintended duplicate. Some workflows need a record identifier or a check against existing data; agree the approach during process mapping.

Keep a human review step for approvals, ambiguous information or decisions that the agreed rules cannot resolve. Document which data the workflow needs and who should have access.

4. Test the agreed outcome

Run a normal input and inspect the destination record.
Repeat that input and check the expected duplicate behaviour.
Try missing or invalid information and confirm the agreed response.
Simulate a tool failure in a safe test environment and check the fallback.
Have the person responsible explain how to spot and handle a problem.

Record the success measure before going live. It could be the time spent per task, records needing correction or the delay before a human follows up. Compare the same task over a similar period after launch.

Copy this workflow brief

Repeated task: What happens now, how often and who owns it.
Trigger and action: The event that starts the workflow and the result it should produce.
Two starting tools: Tool names, available integrations and authorized account owners.
Exceptions and review: Duplicates, missing data, tool failures and the human decision point.
Acceptance and handover: Test inputs, expected outputs, fallback and the measure to review.

Know the scope before you start

Execelo automation starts at US$500 and typically takes 3–5 business days once requirements and access are ready. The package includes process mapping, testing, handover and two revision rounds within the agreed workflow.

Both build packages include 30 days of defect fixes. Tool changes, additional workflows, migration and ongoing automation support are separately quoted. Paid software and API usage are additional costs disclosed before work begins. Read the full automation service details.