Automate-before-hire decision note
For Owner, Service manager, Automation & AI
MSP Stockroom / Free working sheet / October 7, 2026
Read https://mspstockroom.com/guides/automate-before-hire.html for the complete method.
Hiring-request decision note
- Request and accountable manager: [role / duties / decision owner].
- Service constraint: [promise at risk / skill / time window / consequence].
- Evidence boundary: [team / period / included demand / exclusions / gaps].
- Remove: [activity stopped or retained / authority / obligation checked].
- Standardize: [input / outcome / exception route / disagreement resolved].
- Automate test: [one workflow / eligible unit / scope / start and end dates].
- Safeguards: [reviewer / permissions / pause owner / fallback / stop conditions].
- Effort result: [manual baseline / review / rework / maintenance / setup / net hours including zero or negative].
- Usable capacity: [beneficiary role / time window / overlap with other improvements].
- Work that remains human: [judgment / coverage / relationships / on-call duties].
- Decision: [hire / revise role / further test / stop / evidence still needed].
- Follow-through: [action / receiving owner / due date / result to check].
Before using this sheet
Choose the owner, scope and period. Use safe references rather than private customer exports. Keep missing evidence marked unknown.
Use and license status
License: adapt internally for your MSP and the clients you support; do not resell or redistribute the source files. See https://mspstockroom.com/terms.html.