List automated actions
Write each action the workflow can take, not just each technical step.
Rate consequence
Mark the consequence of a wrong action as low, medium or high for customer, financial, legal, privacy and operating impact.
Mark judgement
Identify actions that need interpretation, discretion or a business promise.
Place approval or escalation
Use human approval where consequence or judgement warrants it. Use exception escalation where the normal path is safe but uncertainty needs attention.
Define resume and record
After a human decision, specify how the workflow resumes and what minimal audit record is kept.
