Sample deliverable

RecraftOps

$500 Workflow Autopilot Scan output

Sample: invoice reminder escalation

One recurring workflow is turned into a deployable automation asset: rules, AI decision points, approval gates, runner scaffold, tests, and the checks required before go-live.

Scan result Build-ready Human approval required before external send
Trigger Invoice row reaches due date
Apps Google Sheets, Gmail, Slack
Owner Operations associate
Time returned 5.8 hrs/mo

Workflow map

Automation path

Sheet trigger Find unpaid rows due today or older.
Payment rules Apply timing, VIP, dispute, and partial payment checks.
Email draft Generate bounded reminder from approved tone rules.
Approval queue Route VIP, dispute, and second reminder cases to review.
Status update Log run, reminder stage, owner, and next check date.

Classification

What runs automatically

Rules

  • Read due invoice rows.
  • Apply reminder timing.
  • Update invoice status.
  • Log every run.

AI

  • Rewrite tone for client context.
  • Summarize payment history.
  • Classify dispute language.

Human

  • Approve VIP messages.
  • Resolve disputes.
  • Review partial payments.

Runner scaffold

Automation starter

{
  "trigger": "sheet row due",
  "rules": ["due_today", "late_7_days", "vip", "dispute"],
  "approval_required": ["vip", "dispute", "second_reminder"],
  "actions": ["draft_email", "slack_review", "update_tracker"],
  "logs": ["invoice_id", "stage", "owner", "next_check"]
}

Test pack

Before go-live

Due todayPass

Invoice due today with billing contact present.

Expected: Draft first reminder and mark reminder sent.

Seven days latePass

Invoice is seven days late and no client reply exists.

Expected: Escalate to owner and draft second reminder.

DisputedReview

Client says the amount is wrong.

Expected: Stop send path and create review item.

VIP accountReview

Invoice account is marked VIP.

Expected: Require approval before any client message.

Go-live gates

Release checklist

  1. Connect Sheets, Gmail, and Slack credentials in the runner.
  2. Run every test case with archived sample rows.
  3. Confirm approver, owner, and escalation inbox.
  4. Turn on run logs for trigger, decision, action, and error events.
  5. Schedule 30-day savings and failure review.

Client handoff

What the scan delivers

n8n or Apps Script scaffold Starter logic mapped to the workflow and approval path.
Test cases and runbook Sample inputs, expected outputs, rollback, and owner steps.
Monitoring rules Error queue, review cadence, and first-month tuning plan.