Scope
This guide covers governance & controls for Workflow Automation Builder. Availability depends on your tenant package, role and configured providers.
Purpose
Connect operational triggers, decisions, tools and actions.
Use permissions, idempotency, approval nodes and stop controls.
Before you start
Correct tenant and project selected
Required source or provider is available
An accountable owner is identified
Test data can be separated from live activity
Procedure
- Identify the customer, financial, access or publishing consequence involved.
- Use permissions, idempotency, approval nodes and stop controls.
- Assign the minimum required roles and the accountable owner.
- Confirm consent, provider, tenant and approval requirements before activation.
- Inspect audit history and retain the evidence behind important decisions.
- Review access, configuration and exceptions on an agreed operating cadence.
Verify the result
Inspect run status, node output, retries and failures. Confirm that the intended record, state, run or report is visible to another authorised operator and that its next owner is clear.
Completion checkpoint
The capability is in the intended state, evidence is current, exceptions are owned and the next action can be understood without a separate status message.
Controls and limitations
Use permissions, idempotency, approval nodes and stop controls. Predictive, attribution and recommendation outputs support operator judgement; provider and data limitations remain relevant.