Automation Experts Task List

DAILY CHECKLIST FOR AUTOMATION EXPERTS1. SUPPORT QUERIES
Before Starting

  • Check if any task is assigned to “automation team” through Hello Support (chat/mail)

  • Create a requirement document in automation’s Docstar.io account

  • Share the requirement doc with the client for review and confirmation

  • Check pricing using Flow by AI and inform the user before starting

  • Create a task in Master DB with task details, requirement doc link, cost, and notes

  • Assign the task to yourself in Master DB

After Completion

  • Mark Internal Status = Done in DBDash (triggers feedback email)

  • If feedback is not received, follow up manually

  • If a template is required, mark Yes in the Template column in DB

  • Create and publish the template with SEO-friendly AI-written content

2. AUTOMATION TASKS (Flow by AI)Before Starting

  • Check #automation-tasks Slack channel

  • Assign the picked task to yourself in DBDash

  • Reply “picked up” in the Slack thread

After Completion

  • Mark Internal Status = Done in DBDash (triggers feedback email)

  • If feedback is not received, follow up manually

  • If a template is required, mark Yes in the Template column in DB

  • Create and publish the template with SEO-friendly AI-written content

3. INTERNAL TASKS
Before Starting

  • Check #viasocket-automation-experts channel for internal tasks

  • Assign the picked task to yourself in DBDash

  • Reply “picked up” in the Slack thread/ Assign to yourself from form.

After Completion


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