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Before you renew: 10 questions to ask about your automation estate
A checklist for automation and operations leaders heading into a 2027 renewal, from bot usage to exception volumes.
November 10, 2026 · 2 min readBy Sakshi Gupta

If your automation renewal falls in the first half of 2027, the useful work happens now, before the quote arrives. Here are ten questions to answer first. Most can be answered from data you already have.
About the estate
- How many licensed bots ran in the last 30 days? The gap between licensed and active is often the first saving.
- Which ten bots broke most often this year, and why? Look for patterns: the same portal, the same application, the same upgrade cycle.
- What did break-fix cost? Count CoE hours and contractor spend, not only tickets.
- How long does a typical fix take, from failure to green? Every hour of that is work that went to a person.
About the work bots hand back
- How many items do bots hand to people each month? Ask operations, not the CoE.
- Which queue is biggest? One queue with more than 1,000 items a month is a good place to test something new.
- What makes those items exceptions? Odd formats, missing data, a judgment call, or a screen the bot can't read? The answer tells you what would fix it.
About what comes next
- What's on the roadmap that the current approach can't reach? Citrix, desktop applications and third-party portals are common gaps.
- What would security need to approve a new approach? Find out now, not in March. Our CISO post covers the usual eight questions.
- Can we test an alternative on one process before we sign? A two-week test on real work is worth more than any slide.
Two ways to start
Got an exception queue in mind? Take the Exception Queue Scorecard: 12 questions, about four minutes, and a clear answer on whether that queue is ready for a computer-use agent.
Want the full picture before renewal? Our free Bot Estate Audit answers questions 1 to 4 for you in two weeks, from an export and two workshops, with no access to production systems.
