Automation documentation template

AUTOMATION DOCUMENTATION TEMPLATE
Workflow name / ID / version / review date:
Purpose and explicit scope:
Business owner / maintainer / backup:
Trigger, schedule and timezone:
Source systems and required fields:
Stable source reference:
Step | condition | action | destination | success evidence:
Field mapping and blank-value rules:
Connections, owners and required access (NO SECRETS):
Duplicate and partial-completion rules:
Failure symptoms and review owner:
How to pause new triggers:
How to verify the destination before retrying:
Recovery / previous working version / data correction approval:
Test case | expected | observed | reviewer:
Change history and next review:
Handover test: another person can locate a result and explain recovery.
This is a planning template, not runnable automation.


From Automations For Business
https://automationsforbusiness.com/blog/automation-documentation-template