Bot Planning Worksheet

Planning a bot thoroughly is vital to its success. It also makes building and strategising the use of the bot much easier, later down the line.

We've created a Bot Planning Worksheet to help you specifically note down the important information you need to start creating your bot:

For the Teams bot planning worksheet, click here to download this template as a PPT file or click here to download it as a PDF.

If you have any questions about the bot planning sheet or an idea you'd like to discuss, then message your CSM.