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Scoping a custom automation project

What to nail down before a bespoke build begins, so the first prototype lands right.

This is example content for the guide — replace it with your own copy later. A custom automation project succeeds or fails in the scoping, long before anything is built.

Before the build

Map the process end to end, agree the outcome you are buying, and decide where a human stays in the loop. Get that right and the prototype in week one is close to what you actually need.