Is your process ready for automation?

Five questions to answer before building a workflow, Power App or integration.

1. Is the process understood?

Write down what starts the process, who participates, what decisions are made and what marks it complete. If the team describes the process differently, discovery should happen before development.

2. Is the data reliable?

Automation cannot compensate for inconsistent source information. Identify where the required data lives, who maintains it and whether the fields are consistently populated.

3. Are exceptions known?

Good automation handles the normal path and makes exceptions visible. List common exceptions, identify who should decide what happens and avoid hiding human judgment inside complicated rules.

4. Is ownership clear?

Someone should own the business process, not only the technical flow. That person decides what the process should do when requirements change.

5. Can the team support the result?

Consider licensing, service accounts, permissions, documentation and who will respond when a connection changes or a workflow fails. Maintainability is part of the design, not post-launch cleanup.

What to do next

Choose one process that is repetitive, visible and reasonably stable. Map what happens today, identify the required data and exceptions, and then evaluate the smallest Microsoft solution that can improve it.