WORKFLOW AUTOMATION PLANNING CHECKLIST
Automations For Business | 17 October 2026
https://automationsforbusiness.com/services/workflow-automation

1. Define one repeatable process
Process name:
Current owner and backup:
Trigger and expected final outcome:
Typical weekly volume and manual time per case:
Current apps and source of truth:

2. Map the decisions
Required fields and validation:
Approval owner, deadline and fallback:
Actions permitted without review:
Steps that need a person's judgement:
Where each outcome is recorded:

3. Plan handoffs and exceptions
Who receives the next task?
What happens if an approval is rejected or overdue?
How are duplicate events detected?
How is a partly completed run resumed without repeating completed work?
Who receives failures, and how can the team pause the workflow?

4. Test before expanding
[ ] Normal request reaches the right owner and final record.
[ ] Missing or invalid information is held for review.
[ ] Repeated trigger does not create duplicate tasks.
[ ] Approval, rejection and overdue cases take the agreed path.
[ ] Unavailable app or uncertain response is checked before retrying.
[ ] A person can correct, resume or cancel the case.
[ ] Logs and access are appropriate for the data involved.

5. Review the pilot
Compare equivalent periods for time per case, manual corrections,
missed handoffs and unresolved exceptions. Record sample size and
any workload changes. Agree who owns maintenance after launch.