Automation Resources
Practical templates, checklists and guides for UiPath, Power Platform and Copilot Studio — built for enterprise delivery, governance and stable production operations.
Browse by category
Short, actionable resources you can apply immediately.
Governance & Delivery
Definition of Ready/Done, release model, audit & stabilization playbooks.
Automation Hub / Intake
Idea intake forms, scoring model, ROI calculator, pipeline transparency.
UiPath & Orchestrator
Queues, assets, triggers, monitoring and troubleshooting checklists.
Copilot Studio
Conversation design, actions & workflows, safe handover to teams.
Integrations (M365 / APIs)
Patterns for SharePoint, Teams, Outlook and external REST services.
Workshops & Coaching
Upskill your team with hands-on sessions and real use cases.
Featured downloads
Replace links with your actual PDF / DOCX / Google Drive URLs.
RPA Governance Quickstart
Minimum governance model for Dev/Test/Prod, releases and monitoring.
PDD / SDD Template Pack
Clean documentation templates for handover, maintenance and auditability.
Automation Idea Scoring Model
Impact/Effort/Compliance scoring + ROI to prioritize your pipeline.
Want a resource tailored to your environment?
Tell me your platform (UiPath / Power Platform / Copilot), engagement type and start timeline — I’ll send the best-fit template.
Learning hub
Short reads and practical guidance you can share with your team.
From PoC to Production
Checklist for moving automations into enterprise-ready operations.
Measuring Automation ROI
How to define KPIs, measure savings and avoid inflated business cases.
Common Stability Pitfalls
Top causes of bot failures and how to harden workflows.