One tested automation with a responsible owner and a visible outcome.
Pick a stable routine
Choose a process the team can already explain and perform manually. Define the input, required data, expected action and completion signal. Automating an unclear process usually makes the uncertainty harder to see.
Check the triggers and actions available in your Adverfly workspace. Start with a small scope and test records before applying the workflow more broadly.
Describe the boundaries
Document who or what is eligible and which conditions must stop the action. Consider repeat events, missing fields, delays and changes in customer state.
- Trigger: what starts the workflow?
- Conditions: when is it allowed to continue?
- Action: what exactly changes or gets sent?
- Outcome: how does the team know it succeeded?
- Recovery: what happens when a step fails?
Test and assign ongoing ownership
Run the normal path and at least one excluded or failed case. Confirm that the workflow does not create repeated actions unexpectedly and that someone can inspect the run history.
Give the automation an owner and a review cadence. Revisit it when its data source, product logic or customer journey changes.
Your next steps
Use this checklist as you work through the guide.