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AI automations and no-code workflows are the hardest projects to hand over properly. Finalizo gives you a structure that covers what was built, how it runs, what it costs, and what support is included.
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The problem
Without documented trigger logic and scope, clients misunderstand what the automation does — and call it a bug when it's working as built.
OpenAI keys, Make scenario logins, Airtable API tokens, webhook URLs. Getting these to the client securely, in one place, is a project in itself.
OpenAI pricing changes. A workflow breaks because a third-party API changes. Without a clear handover boundary, the client assumes it's your responsibility.
What you get
Document what was built, what it triggers, what it costs to run, and what happens when it breaks. Structured templates built for automation projects.
Hand over API keys, service logins, and webhook URLs inside an encrypted pack — not pasted into Slack or emailed in plain text.
Define what ongoing support is included (prompt tweaks, minor logic changes) and what is a new project (new workflows, model upgrades). Agreed in writing.
Document what you built, secure the credentials, agree the boundary. Free plan available, paid trials through Stripe.