<aside> 🗣

BEFORE YOU CONTINUE

Duplicate this guide into your Notion workspace - the button in the top right corner ↗️

Need a free Notion account? Grab one here.

</aside>

What’s inside?

This is your practical, step-by-step guide for leading automation projects in your business. Whether it’s for an internal process or for your client.

It covers the full lifecycle. From the first conversation, through to handover and keeping it running.

It’s detailed and comprehensive so should have your covered for most engagements.

If you have any questions or feedback then please don’t hesitate to email me at [email protected]

Good luck!

Is this guide for you?

It’s for those who:

• Are managing an automation or AI workflow project for the first time
• Want a clear process to follow
• Need checklists, templates and prompts for each step
• Want to understand enough to lead confidently

How to Use it

If you’re starting a new project, work through it in order. Each phase builds on the one before.

Or dip in and out if you're mid-project and need help with a specific stage.

Every phase includes: