WORKFLOW AUTOMATION BRIEF
https://webminty.com/workflow-automation-brief

A planning draft for discussion, not an estimate or agreement.

THE WORKFLOW
What starts the work, and what result should it produce?

Your answer:

PEOPLE AND DECISIONS
Who submits, reviews, approves, or handles exceptions?

Your answer:

THE NORMAL PATH
Describe the steps in order, including any human review.

Your answer:

SYSTEMS AND DATA
Which tools exchange information? Which system owns each record?

Your answer:

EXCEPTIONS AND RECOVERY
Consider missing data, duplicates, a failed connection, or an uncertain AI answer.

Your answer:

ACCEPTANCE CHECKS
Give observable examples of success, failure, and permission boundaries.

Your answer:

FIRST RELEASE AND EXCLUSIONS
What is included now? What can wait? Name dependencies and deadlines.

Your answer:

OWNERSHIP AND NEXT DECISIONS
Who owns the process and support? What still needs investigation?

Your answer: