AI Automation handover template
A structured handover for AI chatbots, Make and Zapier workflows, prompts, running costs, testing notes, and support boundaries.
What's included
Template checklist items
Project Summary
Overview
Tools & Platforms Used
Stack
Workflow Map
Documentation
Credentials & Access
Credentials
Prompt Library
Documentation
Testing Checklist
Testing
Running Costs
Billing
Maintenance Instructions
Operations
Support Boundaries
Boundary
Client Sign-Off
Sign-off
Support boundary
Post-launch scope, defined
Duration
30
days included
Included
- Workflow handover questions
- Prompt clarification
- Initial automation failure checks
Excluded
- New automations
- Model/provider migrations
- Ongoing monitoring