Workflow trial worksheet

Copy these prompts into your own document or spreadsheet. Nothing entered in your copy is submitted to YourTechAI.

Define one workflow

• Workflow name and person responsible:
• Trigger event and source app:
• Destination app, required action and fields:
• Expected monthly records and busy-month estimate:
• Acceptable delay:
• What counts as a successful completed record:
• Manual fallback if the automation fails:

Confirm the plan

• Tool and exact plan used:
• Required actions confirmed in the app directory:
• Features excluded from this plan:
• Current billing unit and official pricing source:
• Trial expiry or free-plan limitations:
• Separate connected-service charges to check:

Record comparable trials

Use the same safe sample records in each tool. Avoid customer-sensitive information during initial evaluation.

For each case, record the input, expected outcome, observed outcome, timestamp, measured billing usage, duplicate outputs and recovery steps.

1. One ordinary valid record.
2. A duplicate event or input.
3. A record with a missing required field.
4. Each branch of the workflow, if applicable.
5. An unavailable destination or failed connection.
6. A record after access is restored.

Mark cases that you could not safely test as unresolved. A successful ordinary record does not prove safe recovery or reliability.

Make the decision

• Required cases passed:
• Unresolved cases and responsible person:
• Measured usage for this sample:
• Typical-month and busy-month estimates, with assumptions:
• Plan and currency used for the estimate:
• Acceptable delay confirmed:
• Someone else can follow the recovery instructions:
• Cancellation, access removal and manual fallback documented:
• Decision and next review date:

Use the Make vs Zapier comparison for initial questions and the software buying checklist before committing.