Template
Workflow safety checklist
Prevent duplicate or runaway workflows.
Week 5
Related training lesson: Week 5: Workflows, Automations, and Triggers
Purpose
Use this checklist to plan and test a workflow before it goes live. A safe workflow has one purpose, one clear trigger, filters, stop conditions, and tested success and failure paths.
When to Use This Template
- Before building a new workflow
- Before turning on a workflow
- Before editing a live workflow
- When contacts receive duplicate messages
- When opportunities move unexpectedly
How to Use It
- Complete the workflow plan before opening the workflow builder. Then run the duplicate workflow audit, build the action sequence, and test the real trigger before publishing.
Template / Checklist Content
Workflow Plan
| Decision | Answer |
|---|---|
| Workflow name | |
| Workflow purpose | |
| Trigger | |
| Required filters | |
| Who should enter | |
| Who should not enter | |
| Primary goal | |
| Stop condition | |
| Workflow owner | |
| Review date |
Action Sequence
| Step | Action | Why it exists | Timing/wait | Risk or dependency |
|---|---|---|---|---|
| 1 | ||||
| 2 | ||||
| 3 | ||||
| 4 | ||||
| 5 | ||||
| 6 | ||||
| 7 |
Duplicate Workflow Audit
- Searched workflows by form, tag, calendar, pipeline, and stage
- Checked same-trigger workflows
- Checked tag-added chain reactions
- Checked contact-created triggers
- Checked calendar reminder overlap
- Checked old test workflows
- Confirmed no duplicate opportunity will be created
Testing Checklist
- Tested using the real trigger
- Success path tested
- Failure path tested
- Existing contact tested
- Contact reply tested where relevant
- Unsubscribe, STOP, or do-not-contact behavior reviewed where relevant
- Workflow history log reviewed
- Internal notification tested
- No duplicate workflow fired
Before You Finish
- ✓Workflow has one clear purpose
- ✓Trigger and filters are documented
- ✓Stop conditions are documented
- ✓Success and failure paths are tested
- ✓Workflow owner and review date are assigned