# Automation candidate and pilot sheet

MSP Stockroom / Free working sheet / October 7, 2026

Read https://mspstockroom.com/guides/first-automation-candidate.html for the complete method.

## Candidate selection and pilot sheet

- Candidate and beneficiary: [one activity / role / constraint it may change].
- Work unit and period: [eligibility rule / distinct count / exclusions].
- Baseline: [observed active minutes / estimate label / source references].
- Standard: [required inputs / success evidence / exception route / reviewer agreement].
- Scores and basis: [volume / rules / inputs / error cost / reversibility / review capacity / unknowns].
- Safety vetoes: [authority gap / data exposure / harm / fallback not tested].
- Selected scope: [read-only or approved writes / data permitted / systems / output destination].
- Test cases: [normal / blank / duplicate / wrong scope / dependency failure].
- Ownership: [builder / reviewer / pause owner / manual fallback owner].
- Pilot boundary: [start / end / maximum eligible work / stop conditions].
- Result: [outcome quality / remaining effort / errors / maintenance / net result including negative].
- Next decision: [continue / repair / revise / stop / owner / review date].


## 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.