B Builderlog

ILLUSTRATIVE SAMPLE · fully synthetic · no customer data

AI AUTOMATION STARTER AUDIT · ILLUSTRATIVE REPORT

Client intake →
lead follow-up

Synthetic scenario. This report contains no customer data and is not a customer result, testimonial, savings claim, or performance claim.

Submitted task

Turn one website intake into a CRM contact and a useful follow-up message.

Requested outcome

“Make the response automatic so no lead waits.”

Audit boundary

Review the workflow logic only. No implementation, credentials, production access, or customer records.

02

WORKFLOW REDLINE

Automation should stop before sending.

BEFORE · SUBMITTED

  1. 01Website form
  2. 02CRM record
  3. 03AI reply
  4. 04Automatic sendREMOVED: recipient, consent, and output have not been reviewed.
REDLINE

Sending is a business action, not a draft-generation step.

AFTER · SAFER FIRST SCOPE

  1. 01Validate required fields
  2. 02Deduplicate source event
  3. 03Create CRM record once
  4. 04Create draft reply
  5. 05Human reviews recipient + draftADDED GATE: a person approves the final business action.
  6. 06Manual send
03

PRIORITY FIXES

Three changes before any build.

  1. P1

    Define the input contract.

    Block the run when email, consent, or request type is missing. Return the exact missing field instead of creating a partial contact.

    Rule: incomplete input creates no CRM record and no draft.

  2. P2

    Deduplicate the source event.

    Store the form submission’s source event ID and reject a replay before the CRM write.

    Rule: the same source event can create at most one contact.

  3. P3

    Insert a review gate.

    Generate a draft only. A person verifies the recipient, consent, claims, and tone, then chooses whether to send.

    Rule: no outbound message is sent automatically.

04

ACCEPTANCE TEST

One test with four observable receipts.

Synthetic input: one complete intake, one identical replay, and one intake missing consent.

  1. PASS 01

    A valid synthetic intake creates exactly one reviewable draft.

  2. PASS 02

    Replaying the same source event creates no duplicate contact or draft.

  3. PASS 03

    An incomplete intake creates no contact and names every missing required field.

  4. PASS 04

    No outbound message is sent automatically.

Fail-closed behavior: if validation, deduplication, or draft creation cannot be verified, stop the run and keep follow-up manual.

FINAL DECISION

FIX FIRST

The workflow is not ready for automatic sending. Keep sending manual while the input contract, deduplication receipt, and human review gate are made testable.

Illustrative boundary: this synthetic decision is not a customer result, testimonial, guaranteed implementation plan, savings estimate, or performance claim.