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Automation acceptance checklist
32 checks before go-live
This sheet answers one question: how do we prove it works, and that failures are noticed? Run it yourself, run it with your client — if a line fails, it shouldn't ship.
What's inside
- 10 general checks: happy path, duplicates, malformed input, retries, alerts, batches, cost caps, monitoring, handover, credential return
- Add-ons by workflow type: lead intake, invoice extraction, system sync, scheduled reports
- 5 final sign-off items + client signature block
- 2-page A4 — print it, or send it to the client to sign
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Download it, or forward it to your delivery team / client and tick every line.
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