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Automation11 August 2026·5 min read

Who owns the automation? A handover runbook that prevents orphaned workflows

Automations break quietly when their builder moves on. What to document so they survive staff changes.

Many automations are built by one person, work for a while and then fail when that person changes role, because nobody else knows what they do or where they run.

A one-page runbook per automation

  • Purpose and owner — what it does, which business process it supports and who is accountable.
  • Inputs and outputs — systems it reads from and writes to, and the accounts it uses.
  • Failure behaviour — what happens on error, who is alerted and how to restart.
  • Dependencies — APIs, credentials and their expiry dates.
  • Change history — what was changed, when and why.

Review the list of automations quarterly. Any without a named, current owner is a risk until one is assigned or it is switched off.

Related capability

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