Desk Trials

Automation & agents

Make the failure path part of the workflow

An automation needs more than a happy-path demonstration. Give each event an identity, contain retries, make approval meaningful and test changes before widening the scope.

Your working sequence

  1. Prevent duplicate records before an automation goes live

    Stop retries, webhook repeats, and double clicks from creating duplicate business records or actions.

  2. Separate retryable failures from work that needs a person

    Keep an automation from hammering a failing service or losing records that cannot complete automatically.

  3. Design approval gates that reviewers can actually use

    Add human review to a consequential workflow without creating blind approvals or permanently stuck runs.

  4. Release an automation change like a small software change

    Change a live automation without discovering mapping or logic errors across the entire workload at once.

Go back to the underlying research

Read the original chapter with its caveats. Or use the work tools to make the next decision explicit.

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