WORKFLOW PILOT CHECKLIST
Yenra | September 5, 2026
Companion guide: https://yenra.com/business-automation/
Blank planning sample. The invoice scenario in the guide is fictional.

Workflow name:
Business owner and backup:
Purpose and measurable outcome:
Trigger and approved input channels:
Required fields and source of truth:
Human approval points and authorization limits:
Destination systems and permitted actions:
Stable intake identifier and business duplicate rule:
Retry behavior and destination idempotency requirements:
Exception owner and escalation deadline:
Stop procedure (including in-progress work):
Reconciliation and recovery procedure:
Data access, retention, and logging scope:

TEST CASES - record expected result, actual result, evidence, and reviewer
1. Complete ordinary input.
2. Missing required field or currency.
3. Incorrect arithmetic.
4. Same input delivered twice.
5. Timeout after destination may have accepted the request.
6. Partial completion across services.
7. Approver unavailable or request overdue.
8. Changed document after approval.
9. Revoked or expired connection permission.
10. AI extraction on an unfamiliar layout, if applicable.

Pilot volume and dates:
Acceptance criteria defined before testing:
Baseline minutes per item and exception rate:
Measured review time and maintenance time:
Costs included / excluded:
Capacity released versus actual cash saving:
Authorization to start limited live use:
Review date after launch:

Never use a test to send actual payments or external messages without
the appropriate authorization. This checklist does not execute actions.