Many labs turn to automation to increase throughput, lower costs, and reduce operator-related errors. Transferring a manual, bench-top assay to an automated platform, however, is often more complicated than expected. This tutorial highlights an assay: process optimization approach. By understanding the key steps in this assay workflow, variability can be minimized upfront allowing an easier method transfer to an automation platform. This tutorial demonstrates the importance of understanding the assay technicalities that should be taken into consideration before automated scripts are created to prepare for potential challenges encountered during method transfer. This tutorial will describe how to implement this approach and will consider such variables as temperature, viscosity, target volume, and labware.