Specification · 06
Workflow and automation design
How a process should run across people and systems, including the decisions and exceptions.
When this is useful
A process may involve records being copied, decisions made in several places and exceptions handled outside the main system. Automation needs to account for that work.
My contribution
I map the process, identify what can be automated and specify how the steps fit together, including who can act, who approves and how exceptions are handled. Applications include internal operations, sales handoffs and campaign orchestration.
A data-onboarding workflow checks schema and source permissions in parallel, automatically publishes 960 batches and sends 240 to a steward. The steward releases 180 and holds 60, reconciling to 1,200 inputs.
What it covers
- Triggers, steps and required inputs
- Division of work between people, systems and AI
- Data, tools and permissions for automated steps
- System handoffs and update timing
- Decision rules, branches and stop conditions
- Exceptions, retries and repeated requests
- Approval responsibilities, human review and escalation
- Running costs and consequences of errors
The output
A workflow specification with responsibilities, access requirements, approval rules and exception paths.
For an enquiry, describe the question and the systems involved.
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