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

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 us on Intercom in the bottom, right corner. We're always happy to help you solve any problems you may have.