Inputs
Only collect the details needed to complete the workflow or prepare the handoff.
Guide
Data and privacy
Use the minimum data needed for the workflow.
A good automation plan names what data is needed, where it goes, who can access it, and how deletion or retention requests are handled.
Providers
AI, forms, email, hosting, CRM, and workflow providers should be known and documented.
Access
Limit who can view submissions, outputs, and customer information.