A practical starting point
Work through these checks in order. Use the results to decide what needs to change in your own workflow.
- Identify draft, preview and staging capabilities.
- Keep consequential publication or changes behind appropriate review.
- Test rollback before expanding automation.
An agent can prepare a CRM update proposal before receiving permission to modify live records.
A mistake to avoid
Do not assume an action is reversible without testing the recovery mechanism.
How to check progress
Measure errors caught before commitment and the effectiveness of rollback.
Your action checklist
Use this checklist while reviewing your own setup. Checkmarks are temporary and stay in this open page.
Need the wider workflow?
This quick note covers one decision. For a worked example, decision table and a fuller implementation workflow, read Choosing an agent when a workflow is not a fixed script.
Further reading
Official background resources for this topic. The workflow above is general guidance, not a guarantee of a particular result.
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