Leventer · Working primer

Workforce Automation Primer

A simple way to decide whether a task is worth exploring for physical AI.

This printable worksheet helps teams begin with the work itself. It is not a readiness certification or a promise of savings.

1. Name the task

Role: ____________________________________   Site / shift: __________________________

Start condition: _______________________________________________________________________

End condition / quality standard: __________________________________________________________

2. Describe what really happens

Typical steps: __________________________________________________________________________

Exceptions, hand-offs and interruptions: ____________________________________________________

People, equipment and space involved: ____________________________________________________

3. Gather a baseline

How often? __________   Typical time: __________   Variation: __________________________

What is the current cost? _____________________ What assumptions are missing? _________________

4. Assess the setting

☐ Repeatable   ☐ Predictable objects   ☐ Clear route   ☐ Safe recovery   ☐ Staff input included

What conditions would make this task harder? ______________________________________________

5. Decide a next step

☐ Learn more   ☐ Change the process   ☐ Explore data capture   ☐ Scope a bounded pilot   ☐ Not now

Evidence needed before a decision: _______________________________________________________

Staff, safety, privacy and data considerations: _______________________________________________

Remember: a task is not a good automation candidate simply because it is repetitive. Include the people doing the work, measure real variation and make uncertainty visible.

Examples are illustrative. No cost, savings or readiness claims are made.