Automation Audit Checklist
Automation Audit Checklist (MCP-ready)
Use this one-pager to quickly find high-ROI AI automations and agentic CLI workflows in your product and internal ops.
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1) Quick context (3 mins)
- [ ] Team or area we are assessing (Support, Sales Ops, DevOps, Content, Finance)
- [ ] Repetitive, rules-based work that eats time weekly
- [ ] Data sources, APIs, and internal tools already in use
2) Candidate workflows (10 mins)
Mark volume per week.
- [ ] Data fetch → transform → write (ETL-lite)
- [ ] Document or email classification, routing, or triage
- [ ] Draft generation (tickets, PR descriptions, changelogs, specs)
- [ ] QA checks (linting, policy checks, red-team prompts)
- [ ] Knowledge retrieval and answer (RAG on manuals, runbooks, Notion)
- [ ] Dev environment scaffolding (repo, tests, CI, infra as code)
- [ ] CLI one-offs that could be parameterized for anyone to run
3) Inputs and guardrails (10 mins)
- [ ] Where context comes from (DB, API, files, vector store)
- [ ] What must not happen (PII leakage, unsafe shell, external calls)
- [ ] Allow and deny lists for tools, commands, hosts, repos
- [ ] “Done” per step with verifiable checks (unit tests, diffs, PRs)
- [ ] Human-in-the-loop points (approval, review, handoff)
4) Interfaces to prioritize
Pick one to start.
- [ ] Agentic CLI (Gemini CLI, Claude Code, Rovo Dev CLI)
- [ ] Webhook or cron for scheduled runs
- [ ] Internal form that hits the same backend
- [ ] Chat command in Slack or similar
5) Minimal data map
- [ ] Inputs: fields, formats, size caps
- [ ] Secrets: storage and rotation policy
- [ ] Outputs: files, PRs, DB writes, notifications
- [ ] Logging: where runs are stored and searchable
6) Pilot plan (7–14 days)
- [ ] Choose one workflow with high volume and low risk
- [ ] Implement a thin slice with real data and clear rollback
- [ ] Instrument success rate, time saved, failure modes
- [ ] Ship to 3–5 users, collect feedback, iterate
Tip: Prefer MCP-compatible tool adapters so the same flow works across multiple agents and CLIs.