# Task-to-automate sheet

To be filled in before setting up an automation. One sheet per task. Nothing sensitive in it.

**The task**: ______________________ **Date**: ____ / ____ / ________

## 1. The recipe

| Part | My answer |
|---|---|
| **Trigger**: when? | |
| **Inputs**: what does it need? | |
| **Result**: what should it produce? | |
| **Check**: who checks, and how? | |

## 2. The risk

- Color: ☐ green (reads and prepares) ☐ orange (changes my files, or prepares an action that I approve) ☐ red (sends, publishes, pays, deletes)
- Frequency: ☐ every day ☐ every week ☐ every month ☐ more rarely
- What happens if it gets it wrong: ______________________

## 3. The tool (lesson 2)

- The simplest solution that is enough: ☐ reusable request ☐ skill ☐ scheduled task ☐ connector ☐ other: ______
- Why: ______________________

## 4. Stopping it (lesson 6)

- How to stop it right away: ______________________
- How to delete it: ______________________
- Review date (is it still useful?): ____ / ____ / ________

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Practical AI Course, Maxime Toulemonde (EI, sole proprietorship). For your personal use and learning; redistribution prohibited without permission. Terms: maximetoulemonde.com/formation/en/conditions-utilisation