DATANXT ANALYTICS | WORKFLOW SELECTION WORKSHEET
Working template, revised 16 October 2026. Not an automatic approval score.

Workflow / business owner:
Trigger and completion event:
Systems of record and required permissions:
Current volume / baseline effort / known exceptions:

Assess with evidence, not a number alone:
Input stability:
Rule clarity:
Need for language interpretation:
Cost and consequences of error:
Reversibility:
Approval owner:
Integration reliability and visibility:

Choose the initial method:
[ ] Rules  [ ] Conventional integration  [ ] AI-assisted preparation
[ ] Human decision  [ ] Combination (explain):

Action boundaries:
What may be prepared:
What may be executed:
What requires review:
How duplicate actions are prevented:
How uncertain results are reconciled:
How failures reach an accountable operator:

Pilot acceptance:
Ordinary case / incomplete input / rejection / duplicate / timeout:
Evidence of completion vs uncertain or partial completion:
Stop conditions and manual fallback:
Approval and next review: