Agentic Workflow Governance Review (QA)
A checklist with 7 steps: Inventory every active automation and agent deployment across client accounts.
By InnovaAI ResearchPublished
Agentic Workflow Governance Review (QA)
- 01
Inventory every active automation and agent deployment across client accounts
Document the platform, data access scope, and internal owner for each bot or agent. This baseline is required before any governance changes, as unmanaged deployments are a growing liability.
- 02
Verify that each automation's actions remain within the approved scope
Compare current bot behavior against the original process definition. The risk of drift is real: platform AI has been observed altering approved creative after launch, so confirm nothing changed without a documented review.
- 03
Check data handling against client privacy obligations and contractual terms
Identify which client data categories pass through cloud AI APIs or third-party automation platforms. Flag any data covered by NDA, GDPR, or sector-specific rules to determine if self-hosting or a different tool is warranted.
- 04
Test exception handling and failure recovery paths for each bot
Run a controlled failure scenario to see if the automation alerts the right person and pauses safely. A bot that silently corrupts data after a page layout change is worse than no bot at all.
- 05
Review audit logs for unauthorized or unexpected actions in the last 30 days
Look for actions that deviate from the documented runbook, such as writes to unexpected systems or access outside business hours. Timestamped records are essential for accountability.
- 06
Assess whether the current tool still fits the client's evolving needs
The category is bifurcating: enterprise platforms like Automation Anywhere now fuse RPA with agentic AI, while lightweight tools like BrowserAct or Robin handle prompt-driven tasks. Confirm the deployed tool matches the client's complexity and compliance profile.
- 07
Document findings and remediation steps in a shared governance log
Record each issue, its severity, and the owner responsible for fixing it. This log becomes the evidence base for the next quarterly review and for client reporting on automation health.