Key outcomes
- Automate repetitive operational playbooks
- Embed validation and approval steps
- Measure impact of automations
Deliverables
- Automated runbook
- Approval workflow
- Impact report
Prerequisites
- OR-501
Evaluation signals
- RUNBOOK-AUTO-001
- AUTO-IMPACT-001
Persona fit
Assistant orchestration
View assistant playbookScout
AgentResearch horizons, regulation updates, and pattern watchlists.
- Refresh critical intel within 24 hours of change
- Maintain 95% citation accuracy
- Flag module freshness risks automatically
Coach
AgentPair with learners during modules, labs, and retrospectives.
- Median response under 2 seconds
- Satisfaction above 4.6/5
- Escalate risky experiments within 10 minutes
Critic
AgentGuardrails, evaluations, and red-team simulations.
- Detect 98% evaluation anomalies
- Zero unlogged high-severity incidents
- Attach control evidence to every flagged issue
Archivist
AgentEvidence locker, credential manifests, and knowledge graph links.
- Tag 100% deliverables with owners and signals
- Keep schema drift under 1%
- Generate credential payloads automatically
Companion
AgentHealth, pacing, and personalised nudges across squads.
- On-time nudges for 90% milestones
- Keep burnout false positives below 5%
- Publish weekly sponsor-ready progress snapshots
Navigator
AgentCTA instrumentation, sponsor digest composition, and mastery guardrails.
- Cover 95% persona CTAs every sprint
- Generate sponsor digest drafts within 5 minutes of module completion
- Hold mastery drift within one tier
Micro lessons
Automation Candidate Scan
25 minObjective: Identify high-value runbooks suited for automation.
Activities
- List repetitive tasks
- Score effort vs. impact
- Select pilot candidate
Knowledge checks
- Which runbook has measurable ROI?
- What compliance constraints apply?
Workflow Orchestration Build
35 minObjective: Script automation with approvals, fallbacks, and logging.
Activities
- Design workflow diagram
- Implement automation
- Add approval checkpoints
Knowledge checks
- Where do humans approve changes?
- How are failures rolled back?
Adoption Measurement
20 minObjective: Track usage, time saved, and risk reduction after automation.
Activities
- Define metrics
- Collect baseline
- Report impact to sponsors
Knowledge checks
- What metric proves success?
- How often will you review automation health?
Knowledge points
Automation Readiness Checklist
Ensure process stability, guardrails, and fallbacks before automating.
Approval Workflow Patterns
Use progressive approvals, peer review, and audit logs for automated operations.
Micro paths featuring this module
Stand up a dependable coding agent that ships quality pull requests.
Instrument operations, run drills, and keep sponsors informed.
Credential alignment
This module contributes evidence across multiple credentials. See the credential framework for details.