Workflow Creation Checklist

Use this checklist when creating new workflows to ensure you've covered all the important aspects of design, implementation, testing, and deployment.

Planning Phase

Define Requirements

[ ] Identified the problem the workflow will solve
[ ] Documented specific goals and success criteria
[ ] Listed all required inputs and expected outputs
[ ] Determined necessary integrations with other systems
[ ] Established performance requirements (speed, accuracy, etc.)

Design Approach

[ ] Sketched the workflow process on paper or in a diagram tool
[ ] Broke down complex processes into smaller, manageable steps
[ ] Identified potential edge cases and error scenarios
[ ] Determined appropriate error handling approaches
[ ] Selected the right components for each step in the workflow

Implementation Phase

Setup

[ ] Created a new project with a descriptive name
[ ] Added a detailed project description for future reference
[ ] Set appropriate project visibility and access settings
[ ] Imported any required templates or components

User Input Components

[ ] Added all necessary input components
[ ] Configured validation rules for inputs
[ ] Added helpful placeholders and descriptions
[ ] Set appropriate default values where applicable
[ ] Ensured inputs are labeled clearly and accessibly

Processing Components

[ ] Properly connected components in logical sequence
[ ] Configured GPT components with clear instructions
[ ] Set appropriate temperature and token settings
[ ] Added data transformation steps where needed
[ ] Implemented conditional logic for different scenarios

Output Components

[ ] Created clearly labeled outputs
[ ] Formatted outputs for readability
[ ] Added appropriate styling to highlight important information
[ ] Included timestamps or version information if relevant
[ ] Ensured outputs are accessible and properly structured

Error Handling

[ ] Added error catching at critical points
[ ] Created user-friendly error messages
[ ] Implemented fallback options where appropriate
[ ] Added logging for troubleshooting purposes
[ ] Tested error scenarios deliberately

Testing Phase

Functionality Testing

[ ] Tested with valid inputs through the complete workflow
[ ] Tested with edge case inputs (very long text, special characters, etc.)
[ ] Verified that all conditional paths work correctly
[ ] Confirmed outputs match expected results
[ ] Checked performance and response times

User Experience Testing

[ ] Reviewed workflow from a user's perspective
[ ] Ensured instructions are clear and understandable
[ ] Confirmed error messages are helpful and actionable
[ ] Checked that the workflow is intuitive to use
[ ] Validated that the interface is responsive and accessible

Integration Testing

[ ] Tested connections to external systems
[ ] Verified API keys and authentication are working
[ ] Confirmed data is properly exchanged between systems
[ ] Checked handling of API rate limiting or timeouts
[ ] Tested webhook responses if applicable

Deployment Phase

Pre-Deployment Checks

[ ] Reviewed the entire workflow one final time
[ ] Ran the workflow validator to check for issues
[ ] Removed any test or debugging components
[ ] Confirmed appropriate access controls are in place
[ ] Documented the workflow purpose and usage

Deployment

[ ] Selected appropriate deployment options
[ ] Set visibility and sharing settings
[ ] Generated access links or embed codes if needed
[ ] Added the workflow to relevant collections or categories
[ ] Updated documentation with deployment details

Post-Deployment

[ ] Tested the deployed workflow in production environment
[ ] Set up monitoring for errors or performance issues
[ ] Created a backup of the working workflow
[ ] Shared access with relevant team members or users
[ ] Collected initial feedback for future improvements

Maintenance Plan

Ongoing Management

[ ] Scheduled regular reviews of workflow performance
[ ] Planned for periodic updates to prompts or models
[ ] Established a process for handling user feedback
[ ] Documented known limitations for future improvements
[ ] Set up analytics to track usage patterns

Notes

Use this space to add any workflow-specific notes, considerations, or reminders:

[Your notes here]

Workflow Checklist