What should an automation proposal include? A buyer scorecard
Review scope, acceptance evidence, ownership, monitoring, and ongoing costs. Download a buyer scorecard and test template that make unresolved gaps visible.
Automation
Automation is a handoff someone can verify, including when a message arrives twice or a service fails. Start with the guide to safe retries and recovery. Map one real process, define what identifies a completed action, and adapt its failure matrix before connecting live systems. The worked scenario is an illustrative design, not a reported client result.
Which business process should you automate first? A decision workbook
Choose one process using evidence, exception costs, and conservative capacity estimates. Download an editable workbook with a fully worked synthetic example.
A workflow that survives retries: build an intake recovery demo
Run a synthetic intake workflow, interrupt delivery, recover it, and inspect why retries create no duplicate destination records.
Build automations that can retry without creating a second mess
Design a workflow around completed work, with stable identities, durable state, safe retries, owned exceptions, and a practical failure-test matrix.
Fluent Automation