Checklist
Automation candidate score
Workflow | Frequency | Data source | Risk | Human decision | Reversibility | Pilot metric
Automation Artifact Pack
Automation Design Review Pack
Candidate scoring, source rules, human review gates, and safe workflow specs.
RevOps Advanced
Filled fictional example
NimbusOps wants an AI risk assistant. The automation design routes renewal-risk preparation to a human reviewer and never changes health scores or sends customer messages.
Copy-ready templates
Use the artifact shape.
Analysis
Source map
Input | Approved source | Allowed use | Restricted fields | Owner | Refresh cadence
Plan
Workflow design review
Trigger, safe inputs, AI assist, human approval, output artifact, failure mode, rollback plan.
Review checklist
- Mark each claim as fact, assumption, or verify-before-send.
- Confirm source evidence before using customer-facing language.
- Name the human owner for the next action.
Team meeting agenda
- Workflow trigger and why it matters this week.
- Inputs allowed and evidence still missing.
- Artifact review using fact, assumption, verify labels.
- Decision: send, revise, route, or stop.
Success metrics
- Time from signal to reviewed artifact.
- Percent of artifacts with named evidence.
- Manager quality score for actionability.
- Follow-through rate on owner actions.