A one-page checklist for testing one AI workflow before handoff

A small team does not need a program to hand off an AI workflow. It needs one workflow, a few honest tests and a person who can run them without the builder in the room.

Here is the checklist I would use. The example is a hypothetical demo, not client work: an assistant that reads a shared support inbox and drafts replies for a person to review.

Write one sentence that says what it does and what it does not do. "It drafts replies to support emails. It never sends them." If you cannot write that sentence, the workflow is not ready to hand off.

Keep the list short enough that someone will actually use it.

A support inbox is not a regulated system, but it holds names, addresses and sometimes account details. Lower-risk does not mean no obligations. Decide what the assistant may see, what gets logged and who can read the logs.

The person taking over needs four things on one page:

Then ask that person to run the checks once, alone. Where they get stuck, the handoff is incomplete. Fix the page, not the person.

This is not a company-wide transformation. It is one workflow that one team can explain, pause and review. If it holds up, the same checklist can be reused on the next one. If it does not, you have learned that cheaply, before anyone depended on it.

I'm Jonathan Melton. I run FusionAL, focused on reviewing and integrating lower-risk internal AI workflows, one bounded workflow at a time.