Good automation candidates
Reports that are produced frequently, follow a stable format, and draw from consistent sources are usually the best candidates for automation.
Questions to ask first
Before automating, it helps to understand the full workflow and its requirements.
- How often is this report produced, and how long does it take?
- Are the data sources stable and accessible?
- What validation is required before it can be trusted?
- Who will maintain the automation over time?
Plan for maintenance
Automation is not “set and forget.” Data sources change, definitions evolve, and workflows need occasional updates. Planning for maintenance keeps automated reports reliable.
Key takeaways
- Frequent, stable reports are the best automation candidates.
- Understand the full workflow before automating.
- Plan for ongoing maintenance from the start.
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