This is the one-page structure used for a scoped n8n CRM or marketing-ops workflow audit. It is a sample, not a completed paid diagnostic for a real buyer.
A paid audit fills this with the buyer's sanitized trigger, data contract, failure risk, and next milestone.
| Section | Item | Detail |
|---|---|---|
| Workflow slice | Trigger and source | Capture the lead source, webhook or form trigger, CRM object, dedupe key, and owner assignment rule before changing any nodes. |
| Workflow slice | Field contract | Require email, company, source, lifecycle stage, owner, consent flag, expected handoff, and one current-vs-expected example. |
| Workflow slice | AI or API step | Define the prompt or output schema, malformed-output fallback, retry rule, and human-review condition before connecting writes to the CRM. |
| Workflow slice | Handoff path | Map the final CRM update, task creation, Slack or email notification, and dead-letter path for records that fail validation. |
| Failure mode | Duplicate or wrong owner | Check whether the workflow dedupes on email or domain and whether owner assignment can overwrite an existing CRM owner. |
| Failure mode | Silent AI failure | Route low-confidence or malformed AI output to manual review instead of writing it directly to the CRM. |
| Failure mode | Webhook retry gap | Confirm webhook and API errors are retried, logged, and recoverable without losing the original lead payload. |
These are enough for a first diagnostic. Account access is intentionally excluded.
This page supports manual review and buyer trust. Revenue is counted only after visible payment, commission, or AdSense estimated revenue is recorded with proof in the first-dollar ledger.