Automation Team Handbook

Acceptance Checklist

8 criteria every automation must pass

v1.5 · April 2026

Every automation — whether standard or lite — must pass all 8 criteria below before it counts toward bonus compensation. No partial credit.

1

Runs 3x Clean

Execute the workflow 3 consecutive times with real or realistic test data. Zero errors, zero manual intervention. If it can't run 3 times clean, it's not ready.

2

Error Handling Exists

Every API call and external connection has an error path. If something fails mid-workflow, the automation handles it gracefully instead of silently breaking.

3

Edge Cases Documented

Builder identifies at least 2 plausible edge cases (empty data, API timeout, malformed input, rate limits) and documents how the automation handles each.

4

Failure Notifications

On failure, a notification fires: Slack message, email, or error log entry. Leo should never discover a broken automation by noticing missing output.

5

Documentation Delivered

A single document (markdown or Google Doc) covering: what the automation does (1–2 sentences), trigger and schedule, inputs/outputs, error handling summary, and any dependencies or API keys required.

6

Operations Cost Logged

Builder records the n8n/Make.com operations consumed per run at acceptance time. This establishes baseline for monitoring.

7

Reviewer Sign-Off

Leo or designated reviewer confirms the automation does what the brief asked for. This is the human check.

8

No Unnecessary Complexity

If the reviewer can describe a simpler way to achieve the same result and the builder cannot justify the added complexity, the build fails this criterion.

Key Principle

Complexity is a risk to your bonus, not a path to more money. The incentive is to build the simplest thing that works reliably. If a 3-node workflow does the job, a 15-node workflow is not better — it's riskier.