Editable guide
Workflow test checklist
Test more than the happy path before handing a flow over.
Read the guideAutomation
Automation Readiness Checklist
Check the rules, data, access and exceptions before you build.
EDITABLE CHECKLISTAutomation
What this guide covers
Check the rules, data, access and exceptions before you build.
Sections
- Rules. Written decision rules, separated from human judgment.
- Data. Predictable input, defined required fields, duplicate handling.
- Access. Approved accounts, least privilege, secrets stored safely.
- Exceptions. A clear path for missing, invalid or duplicated input.
- Human checkpoints. Explicit approvals before any consequential action.
Worked example
Fictional check: A workflow may create a record automatically but must not send an external email until a named approver confirms.
How to use it
Download the editable file, fill it in with a real task from your own work and revise it once you have tried the process. The guide is meant to be used, not filed.
This guide is educational material. It is not legal, security or compliance advice. If your work touches regulated data, involve the right professional before automating.
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