Useful work. Clear decisions.
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Notes for the people building, testing, and explaining bots. Start with one decision you need to make, then take a concrete worksheet, test case, or demonstration plan back to the project.
Choose the first workflow worth automating
Use a week of observation, a simple effort worksheet, and explicit exception rules to choose a sensible first project.
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Give your bot a useful human handoff
Design the transfer record, queue ownership, and recovery path so a person can pick up the work without restarting the conversation.
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Test the awkward cases before a bot release
A practical acceptance set for duplicate events, uncertain outcomes, revoked permissions, and interrupted workers.
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Show what your robot can actually do
Plan a repeatable demonstration with visible controls, stated conditions, and enough unedited footage for viewers to judge the result.
Read the guide →