AAG workflow automation worksheet

Version 1.0 | 13 October 2026

Companion: https://angloascotgroup.com/journal/workflow-automation-crm-integration-guide

Use one copy for one complete process. Describe the work before naming software. Do not include real credentials or sensitive customer records.

Complete, print, keep. Write in the spaces on screen or print a blank copy. Use your browser's Print command to print or save as PDF. Entries are not saved automatically and nothing is submitted from this worksheet.

Business or project:

Date and reviewer:

1. The problem

What gets repeated, delayed or chased?

Who is affected?

Where does the process start and end?

Which part could be removed rather than automated?

What is outside scope?

2. Stages and responsibility

For each stage record: entry condition; required information; responsible role; completion evidence; next action; exception route.

Stage 1:

Stage 2:

Stage 3:

Stage 4:

3. Records and sources

Main record and unique identifier:

Related customer or organisation identifier:

Authoritative system for each important field:

Fields copied elsewhere and why:

Rule for conflicting edits:

Personal information needed and retention decision:

4. Integration contract

Trigger:

Accepted event types:

Required fields:

Validation:

Duplicate prevention:

Ordering assumptions:

Action and success evidence:

Progress recorded between steps:

Safe retry rule:

Partial failure or compensating action:

Pause behaviour:

5. Exception handling

Where failed work is visible:

Who checks it:

What requires an urgent response:

Information available without exposing secrets:

Manual fallback:

6. Transparent effort estimate

Cases per week:

Current active minutes per case:

Current weekly correction effort:

Proposed active minutes per case:

Proposed weekly exception and upkeep effort:

One-off setup and migration effort:

Recurring software and support cost:

Which values are measured and which are assumptions?

Baseline minutes = (cases × current minutes) + correction effort.

Proposed minutes = (cases × proposed minutes) + exceptions and upkeep.

Difference = baseline - proposed. Freed time is not automatically extra revenue.

7. Pilot scenarios

Normal complete record:

Missing required information:

Same event delivered twice:

Events arriving in a different order:

Downstream service unavailable:

First action succeeds, second fails:

Unauthorised user:

Corrected or cancelled record:

Paused automation:

Export and restore checked:

For each scenario record expected business result, actual result, evidence and owner of any correction.

8. Handover

Process owner:

Access administrator:

Support responsibilities:

Supplier and processing terms recorded:

Export and recovery route:

Change request route:

Date for reviewing whether the process still fits:

Original AAG worksheet. General planning aid, not legal or financial advice, accreditation or a promised saving. You may adapt it for your own internal business planning. Keep this credit when redistributing an unchanged copy.