Checklist
Go live
Check the workflow before customers rely on it.
The goal is a controlled launch: tested examples, known fallback rules, approved outputs, and a clear improvement path.
Before launch
Run real-style examples through the workflow and check that summaries, tasks, reports, or draft replies are useful enough for the team.
- Correct intake questions
- Owner notifications working
- Approval before customer-facing replies
- Fallback wording for uncertain cases
- Privacy and deletion path understood
- Care plan or improvement backlog ready