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38 lines
653 B
Markdown
38 lines
653 B
Markdown
# Intake Checklist
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Use this when interviewing the user.
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## Minimum information
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- Workflow goal
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- Trigger
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- Systems/apps involved
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- Final output/result
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## High-impact clarifiers
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- Frequency or schedule
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- Required fields or payload schema
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- Rules or exceptions
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- Approval steps
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- Error notifications
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- Create vs update behavior
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- Who owns credentials
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## Safe assumptions
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Usually okay to infer:
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- workflow name
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- basic formatting
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- standard retries
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- a generic error branch
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- common field names when obvious
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## Must confirm
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- deletions
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- payments/billing actions
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- external user messaging
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- compliance-sensitive handling
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- irreversible mutations
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