Workflow Integrity Audit (QA)

Workflow Integrity Audit (QA)

1. 01

   Inventory every active workflow and map its trigger, actions, and integrations

   Document the entry points, decision branches, and connected systems for each journey so the audit covers the full orchestration surface, not just email sends.

2. 02

   Verify CRM field mappings and sync direction for each integration

   Confirm that lead scores, lifecycle stages, and custom properties flow correctly between the automation platform and the client's CRM, flagging any bidirectional sync conflicts.

3. 03

   Test exception paths: unsubscribes, bounces, and API failures

   Simulate a hard bounce, a spam complaint, and a webhook timeout to confirm suppression lists update and error alerts reach the right team member.

4. 04

   Review attribution settings and UTM parameter handling

   Check that source, medium, and campaign values persist through nurture sequences and handoff to sales, so reporting reflects the actual journey rather than the last touch.

5. 05

   Validate approval logs and change history for every workflow

   Ensure that edits to active journeys require documented sign-off and that version history is retained, reducing the risk of unapproved modifications like those seen in AI-assisted ad platforms.

6. 06

   Run a test send to a seed list and confirm deliverability metrics

   Verify inbox placement, open tracking, and click tracking on a small sample before full deployment, and compare against the client's baseline to catch degradation early.

7. 07

   Document the audit findings and set a re-audit cadence

   Produce a summary of issues found, remediation steps, and a schedule for the next review, typically quarterly or after any major platform update.