Before You Automate is a free, practical toolkit for founders, consultants, and operations leads who need to understand a process before choosing AI or automation.

Use it to:

Score one workflow against 12 clarity and control checks

Define the trigger, end state, owner, inputs, and outputs

Surface handoffs, decisions, exceptions, and unknowns

Record the evidence behind each material claim

Decide whether to pause, clarify, or run a bounded evaluation

Included

Designed PDF guide and 12-question scorecard

Editable workflow-boundary worksheet

Handoff and decision checklist

Evidence, assumptions, and unknowns register

Self-initiated worked example using synthetic data

Internal-use license

No software, setup, or outcome guarantee is included. Do not enter passwords, credentials, regulated data, or sensitive personal information into the files.