What happens after an automation launches?
Hydamedia · Planning worksheet

Sit with the person who would notice a failed handoff. Write the steps they would take to inspect it, pause the workflow and complete the task manually.

1. Name the owner of exceptions.
Your notes:


2. Describe the manual fallback.
Your notes:


3. List what needs regular review.
Your notes:


4. Separate maintenance from future improvements.
Your notes:


A concrete output to aim for
An operating runbook identifying the exception owner, pause and recovery route, review routine, account ownership and the boundary between maintenance and new work.

Decisions to discuss
Review the initial workflow before adding a channel. If corrections or unresolved exceptions are increasing, improve the rules and operating arrangement first.

Current tools:
Workflow owner:
Questions for discovery:

Use general examples. Keep confidential customer information out of an initial enquiry.