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Resources / Workflow Automation

Checklist

The automation release checklist

Check workflow rules, exception handling, ownership and recovery before release. Use the automation checklist to test the cases that should fail safely.

How to use this resource

Enter your details to open the checklist. Work through the checks, record the evidence and assign the unresolved items before releasing the change.

The first checks

  • The trigger is unambiguous
  • Required inputs are validated
  • Rules are written before configuration

The full checklist opens after you enter your name, email, company and location.

Explore the approach: Workflow Automation or read the related guide.

What you can do inside

  • Twelve evidence-based checks, including critical blockers
  • Pass, unresolved and not-applicable states with reasons
  • A downloadable review that preserves unresolved issues
  • Worked implementation cases, decision notes and an editable capability workbook

For B2B founders and teams planning a launch, improving the buyer journey or entering a new market. Use your own records and assumptions; the tool supports a decision rather than making it for you.

Keep the work moving

One decision leads to another.

All Workflow Automation resources ↗