CONFIGURE, CONNECT, OR BUILD DECISION WORKSHEET

Workflow / decision owner:
Decision date:

1. THE JOB
When [trigger]:
Use [input and source of truth]:
To [required action]:
Done means [observable result]:
Human decisions:
Exceptions and stop rules:

2. CURRENT PRODUCT CHECK
Product / account plan:
Official documentation checked / date:
Built-in feature tested:
Works today:
Requires a different plan:
Specific required behavior still missing:
Manual work we are comfortable keeping:

3. COMPARE OPTIONS (COPY FOR EACH)
Option: built-in / connector / custom
Required behavior covered:
Behavior not covered:
One-time cost:
Recurring subscription and usage costs:
Human review and exception time:
Failure alerts / manual fallback:
Support and maintenance owner:
Accounts, data, configuration ownership:
Exit / export / handoff:

4. PROOF BEFORE APPROVAL
Normal case:
Duplicate and retry:
Changed source data / reply before scheduled action:
Connection unavailable:
Run, pause, and review by a teammate:
For each: expected result / observed result / pass or fix.

5. DECISION
Smallest option that passes required checks:
Specific reason for this choice:
Estimated time removed per run:
Review and exception time added:
Observed monthly volume / observation period:
Assumptions that still need testing:
Next review date and owner:

Source: Agent Run Apps
https://www.agentrunapps.com/resources/native-tools-vs-custom-automation
Free worksheet. Adapt it to your business.