Automation playbook: what to automate first
A method to prioritise processes by return and effort, with security examples
Automatización
Automation playbook: what to automate first
A six-step method to decide what to automate first: a list of candidate processes, return and effort scoring, a matrix, a flow with a human checkpoint, a small build with logging, and measurement. It includes security operations examples, common mistakes and a checklist before putting a flow into production. The method works for any area.
Contents / Contenido
- 1. Starting rulePreview
- 2. The 6-step methodPreview
- 3. Security operations examplesRequires download
- 4. Common mistakesRequires download
- 5. Checklist before going liveRequires download
- SourcesRequires download
Preview: first pages
A six-step method to decide what to automate first: a list of candidate processes, return and effort scoring, a matrix, a flow with a human checkpoint, a small build with logging, and measurement. It includes security operations examples, common mistakes and a checklist before putting a flow into production. The method works for any area.
The preview of this whitepaper includes the executive summary, regulatory context and methodological approach that frames the rest of the document. Download to access full templates, matrices and checklists.
- 1. Starting rule
- 2. The 6-step method

Gorka Gonzalo
Founder & CEO
Founded Hodeitek in 2023 and runs the company, after more than 8 years in pentesting, Red Team, OT/ICS auditing, and SOC leadership. A cybersecurity and AI expert, he sets the technical and product direction of HodeiShield and personally leads the most critical engagements — from defense strategy to applying AI in threat detection. He is the client's direct point of contact: whoever scopes the work also answers for the result.
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