Resources
A small, practical starter library. Copy or download anything here — we do not ask for your email in exchange.
Templates
Capture one process — trigger, inputs, owner, steps, exceptions, review point and success measure — before any tooling decision.
Use before you choose software, at the start of any automation conversation.
No email required. The file is created in your browser.
A standard operating procedure structure your team will actually follow, with roles, quality checks, escalation and a change log.
Use when knowledge lives in someone's head and needs to be written down.
No email required. The file is created in your browser.
Decide whether a pilot should continue, change or stop, using baseline, quality, time, human control, adoption, data and cost.
Use at the review date you agreed when the pilot started.
No email required. The file is created in your browser.
Guide
Before choosing any tool, write down how the work happens today. This is the short version of what we do in a first session.
01
Choose a process that happens often, takes real time and causes rework. Frequent, costly work gives you the clearest payback.
02
Not the official process. Walk it with the person who does it and record the shortcuts they take.
03
Anywhere judgement is applied, note what the person looks at. That is what any tool must put in front of them.
04
Volume, handling time and rework today. Without it, you can never tell whether the change helped.
05
One person accountable for the outcome. Shared ownership is the quietest way for a pilot to die.
06
One step, one team, one review date. Decide in advance what would make you stop.
The Workflow Brief above is the worksheet for exactly this.
Old Oak Labs