Clear, useful prompts for thinking about automation, software choices, and technical support.
Write down what starts the task, what information it needs, who touches it, and how you know it is finished. This map makes repeat work easier to discuss and can help identify where automation might fit.
Start with the task, people, and constraints. Compare tools against those needs, then consider setup and how a choice will fit the work already in place.
Describe what you were trying to do, what happened, and which tool or device was involved. Never include passwords or sensitive account details.
These notes are general guidance, not a substitute for reviewing a specific system or situation.