Document a workflow so someone else can run it
The handover doc: what it does, where it lives, what to do when it breaks.
Write documentation for an automation so a non-technical owner can understand it and a technical person can fix it. The workflow (paste the node list, export, or a step-by-step description): <paste> What business problem it solves: <one paragraph> Who owns it after handover: <role, how technical> Systems and credentials involved: <list, no secrets> What has gone wrong so far, if anything: <list> Produce a document with: 1. In one paragraph, for the owner: what this does, when it runs, what it produces, what it costs to run. 2. A diagram in text: trigger → steps → outputs, with the systems named. 3. Step-by-step: each step, what it does, what it needs, what it outputs. Plain language. 4. Where things live: which account, which workflow name, where logs are, where credentials are managed (names only). 5. When it breaks: the 5 most likely failures, the symptom the owner would notice, the first thing to check, and who to call. 6. How to pause it, how to rerun a failed item safely, and how to change the most common setting. 7. Monthly checks: three things to look at, five minutes. 8. Known limits: what it deliberately does not handle. Write for the owner first. Put technical detail in clearly marked sections.
Replace every <placeholder> with your own details before you send it.
How to use it
- 1Paste the actual node list or a workflow export. The doc should match reality, not memory.
- 2The 'when it breaks' section is the one the client will actually read. Make it good.
- 3Deliver it as a page in their tool (Notion, Drive), not as a chat message.
Reviewed 2026-09-20
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