Checklist
Name the workflow
Write the workflow as a plain sentence: when this trigger happens, these people and systems need to produce this outcome.
Readiness checklist
Workflow automation readiness checklist
Use this before buying tools or building automations. A workflow is ready when the trigger, owner, data source, review steps, and success measure are clear.
Checklist
Confirm the current steps
List what people do today, including inbox triage, copy-paste work, approvals, document edits, handoffs, and status updates.
Checklist
Identify the system of record
Know which system owns the lead, ticket, document, customer, member, invoice, or job status before connecting tools.
Checklist
Keep humans in the loop
Decide which steps should be reviewed, approved, edited, or escalated instead of fully automated.
Checklist
Protect sensitive data
Confirm what data can move between systems, what should be redacted, and which users should see outputs.
Checklist
Define success
Pick one measurable win: fewer duplicate entries, faster follow-up, cleaner status, fewer missed handoffs, or better reporting.
Nobody agrees where the workflow starts or ends.
The source data is incomplete, duplicated, or owned by several systems.
Approval rules are informal and change by person.
The team cannot describe what a correct output looks like.
The current process is broken for business reasons, not tooling reasons.
There is no owner to test and maintain the automation after launch.
Business Computer Technicians
Managed IT and support resources when automation depends on stable devices, identity, email, and network basics.
Kunida Designs
Website, tracking, and lead capture resources when the workflow starts from a form or landing page.
Union Impact
Union and organization operations resources for member communication and structured workflows.
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Tell us about your workflow
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