GOODHANDOFF — WORKFLOW AUTOMATION CHECKLIST
https://goodhandoff.com/automation-checklist

BUSINESS CASE
[ ] Name the process and owner.
[ ] Record volume and time per item from actual examples.
[ ] Identify the cost of incorrect, missed, or duplicate work.
[ ] Choose a small scope with a useful outcome.

WORKFLOW
[ ] Define the trigger and exclusions.
[ ] List source and destination systems.
[ ] Choose a stable record matching key.
[ ] Assign ownership for every updated field.
[ ] Define missing-data, duplicate, and conflict rules.
[ ] Name the exception reviewer.

AGREEMENT
[ ] Document deliverables, exclusions, and dependencies.
[ ] Confirm access and platform capabilities.
[ ] Separate build fees, subscriptions, usage, and support.
[ ] Agree on acceptance tests and payment milestones.

ACCEPTANCE
[ ] Verify a normal example at the destination.
[ ] Test duplicate, missing, and unexpected inputs.
[ ] Test connection failure and safe recovery.
[ ] Check for unintended changes or repeated messages.
[ ] Have the process owner accept representative results.

HANDOVER
[ ] Confirm business ownership of accounts and billing.
[ ] Document the workflow and dependencies.
[ ] Explain where failures appear and how to respond.
[ ] Record support scope and response expectations.
[ ] Agree who approves future changes.