How to set up a bot without breaking things: a checklist
Before you switch on any automation, run through this checklist.
Step by step
- Write down what the bot does in one sentence.
- Write down what it must never do (delete, pay, publish without checking).
- Decide who checks it and how often.
- Test with fake data first.
- Turn it on for a small slice (one form, one inbox) before everything.
- Put a reminder in your calendar to review it in 30 days.
Watch-outs
- Every bot needs an owner.
- Keep a list of every automation and what accounts it uses.
- Remove access for tools you stop using.
Questions
Why bother?
Because bots fail quietly. A checklist makes sure you notice.
Can I get help?
Yes, get in touch with me via the contact page.
Related guides
- How to set up an appointment booking bot
- How to set up an invoice reminder bot
- How to set up a missed-call text-back bot
Need prompts for the AI steps? See 40 AI use cases with copyable prompts. Want a hand? Get in touch.