Not every automation should run completely on its own.
Answer a few questions about your workflow to identify where
a confirmation step, validation check, or safer failure point
may be useful.
01
What will the automation do?
Organize or label information
For example, sorting files or adding labels.
Move or modify information
For example, renaming, moving, or changing records.
Delete, publish, send, or share something
The action could affect other people or remove information.
Change an important account or system
The automation can change settings, permissions, or important records.
02
What happens if the automation chooses the wrong item?
Very little
The mistake would be easy to notice and fix.
It creates extra work
I would need to correct the result manually.
Something important could be lost or sent incorrectly
The mistake could have meaningful consequences.
03
Can you undo the automation's action?
Yes, easily
There is a simple undo, restore, or reversal process.
Partly
I can recover some changes, but not everything.
No
Once it happens, reversing it would be difficult or impossible.
04
How predictable is the information entering the workflow?
Very predictable
The information always follows the same structure.
Usually predictable
Most inputs are consistent, but exceptions happen.
Unpredictable
The automation regularly receives different or incomplete inputs.
05
Does a person normally review the result?
Yes, every time
A person checks the result before the important action happens.
Sometimes
Only unusual cases receive a manual check.
No
The automation acts without human confirmation.
06
Does the workflow handle sensitive information?
No
The workflow does not handle personal, financial, private, or confidential information.
Possibly
Some information could be private depending on the situation.
Yes
The workflow handles information that should not be exposed or changed accidentally.
07
What should happen when something looks wrong?
Stop and wait
The workflow should pause until someone checks the problem.
Try again automatically
A temporary problem can safely be retried.
Continue anyway
The workflow should continue even when something is unexpected.
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