Workflow Audit Checklist

Inventory and Documentation

• List all active workflows, automations, and triggers across your tech stack
• Document the purpose and owner for each workflow
• Note the creation date and last modified date for each workflow
• Identify workflows with no documented owner (orphaned automations)
• Flag duplicate or overlapping workflows that may conflict with each other
• Record which tools or systems each workflow connects to

Logic and Accuracy Review

• Verify enrollment criteria are still valid and match current business rules
• Check for outdated field values, picklist options, or references in conditions
• Confirm that branching logic produces the correct outcomes for each path
• Test each workflow with sample records to verify expected behavior
• Review delay steps and wait timers for appropriate duration
• Ensure exit criteria prevent contacts from getting stuck in loops
• Verify that re-enrollment settings are intentional, not accidental

Performance and Efficiency

• Check workflow error logs for recurring failures
• Identify workflows with low enrollment or zero executions in the past 90 days
• Review execution time for workflows that run on high-volume triggers
• Flag workflows that trigger excessive API calls or rate limit warnings
• Check for unnecessary steps that add complexity without adding value
• Identify opportunities to consolidate multiple workflows into one

Compliance and Data Integrity

• Confirm all email-sending workflows respect opt-out and suppression lists
• Verify GDPR and CAN-SPAM compliance for any outreach automations
• Check that data modification workflows do not overwrite manually entered values
• Ensure deletion or archival workflows have appropriate safeguards
• Review permission settings to confirm only authorized users can edit workflows

Post-Audit Actions

• Deactivate workflows with no activity in the past 90 days (after confirming they are not seasonal)
• Update documentation for all reviewed workflows
• Assign or reassign owners for orphaned workflows
• Schedule the next audit (recommended quarterly)
• Share audit findings and action items with the ops team