How do you audit an automation setup before touching it, when the documentation says 14 automatio...How do you audit an automation setup before touching it, when the documentation says 14 automatio...
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How do you audit an automation setup before touching it, when the documentation says 14 automations are live and nobody is sure? Four days, one checklist, and the finding that shapes the rebuild.
An elevator manufacturer running its ERP on monday.com handed over documentation listing 14 live automations. The audit found none of them running. Not broken, not there. Every process the team believed was automated was being done by hand by someone who had stopped mentioning it.
The audit, four days:
1. Inventory what exists, not what is documented. Every board, every column, every native automation, every integration and every external tool with a key. Dead and live both go on the list.
2. Trace each process end to end. Where does a work order start, who touches it, where does it stall. The stalls are where the automations should have been.
3. Test what claims to run. Fire the trigger, watch the log. A recipe that is switched on and never fires counts as absent.
4. Rank by hours lost. The cross-board hand-offs cost the most, so they go first.
5. Write the spec before the build. One line per automation: trigger, condition, action, owner, failure route.
The rebuild that followed: 25 automations across 9 boards on monday.com and Make.com, each live-tested including the cross-board cases, with Slack alerts when something does not complete. The diagram shows the audit and rebuild path.
The lesson that travels: the gap between what a team believes is automated and what actually runs is the first number to find. It is usually bigger than anyone in the room expects, and it is the whole business case.
Full case study on my profile. The 5-day audit on my services page is this checklist applied to Make.com, Zapier or monday.com.
Prem Patel, Nex Automations. Make.com Level 5 certified, official Make partner, Zapier Certified Expert.
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