Task Checklist Automation Request Form
Submit your requirements to automate your team's task checklist process.
Your Name
*
First Name
Last Name
Your Email Address
*
example@example.com
Department or Team
*
Checklist/Process Name
*
Describe the Current Checklist Process
*
List the Tasks or Steps to be Automated
*
How often does this checklist need to run?
*
Please Select
Daily
Weekly
Monthly
On Demand
Other
Which platforms or tools should the automation integrate with?
Email
Slack/Teams
Project Management Tool (e.g., Asana, Trello)
Calendar
Other
What should trigger the automation?
*
Specific Date/Time
Manual Start
Completion of Another Task
Other
Desired Go-Live Date for Automation
 -
Month
 -
Day
Year
2 digit month, 2 digit day, 4 digit year
Date
Who should be notified upon completion?
Additional Notes or Special Requirements
Attach any relevant documents (process maps, sample checklists, etc.)
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