# Workflow Handoff Worksheet

Customer: non-engineering operators, solo founders, and small teams using multiple AI and SaaS tools
Problem hypothesis: Connecting AI tools, SaaS apps, data sources, and reusable workflows is fragmented and often requires custom engineering.

## 1. Select a repeatable handoff
Workflow name: [ ]
Trigger and business owner: [ ]
Current inputs, systems and output: [ ]
Runs/month: [ ] Minutes/run: [ ] Error rate: [ ]
Cost of missed handoff: [ ] Source of measurements: [ ]

## 2. Define the contract
Required fields: record_id, occurred_at, owner, request_type, payload
Allowed request types: [ ]
Missing required fields: hold locally, flag the error, do not send downstream.
Duplicate record_id: return the earlier result without repeating the action.
Unrecognized owner or request type: stop for configuration correction.
Timeout: record the failure; retry only idempotent actions with a bounded limit.

## 3. Map the smallest implementation
Trigger -> validate schema -> remove duplicate -> map fields -> action -> audit result.
Input-to-output field map: [source field] -> [destination field] -> [transform]
Never store tokens or customer secrets in this worksheet.
External connector selection and authentication are separate from this local plan.

## 4. Prove value
Use the [free automation ROI calculator](../roi-tool.html) to compare saved time with operating cost.
Track actual baseline and post-change minutes; do not label predicted savings as earned money.
Record ten synthetic input cases, including empty fields and duplicate events.
Accept only if expected outputs match, duplicate actions are zero, and failures are visible.

## 5. Prepare rollout
Record a rollback owner, disabled-by-default trigger and minimal audit fields.
Activate one handoff only after production authorization. Expand after measured benefit.