MARKETING AUTOMATION WORKSHEET
Space Office | Original planning template | 2026-10-24
Guide: https://www.spaceoffice.ai/blog/marketing-automation

1. CUSTOMER TASK
What did the person request or choose?
What useful experience is promised?
Owner and approval date:
Smallest useful workflow / actions left out:

2. RECORD AND AUTHORITY
Record type and stable identifier:
Trigger event, event identifier, source, and timestamp:
Required fields, source of truth, and freshness:
Current preference and suppression rules:
How updates reach every sending system:
Approved content, fallback values, links, and reply destination:
Platform, exact plan, supported actions, and verified limits:
Who grants access / implements / publishes / sends:

3. LOGIC
Entry condition:
Exclusions and hold reasons:
Deduplication of records and events:
Action 1 / current eligibility check / recorded outcome:
Delay and checks immediately before the next action:
Action 2 / approved content version / recorded outcome:
Completion, opt-out, expiry, conversion, and exception exits:
Re-entry rules for repeat requests and changed records:
What happens to records already waiting after an edit:

4. TEST MATRIX
Case | expected branch/action | observed result | evidence | reviewer
Normal eligible request:
Duplicate event / duplicate contact:
Missing required field / missing optional name:
Preference changes during delay:
Suppression or exit event:
Integration failure / failed send:
Replay after a partially completed run:
Repeat request after completion:
Confirmation / resource link / reply handling:
Unverified behavior and release blockers:

5. RELEASE AND RECOVERY
Workflow name and version:
Approved scope and observation window:
Human content, audience, configuration, and activation decision:
Monitoring owner / backup / reachable pause control:
Failure notification and inspection procedure:
Completed actions that must not be replayed:
Recovery decision and authorizer:

6. MEASUREMENT AND MAINTENANCE
Eligible unique records / runs / held records (keep separate):
Attempted / successful / failed / stopped actions:
Useful customer outcome and reliable source record:
Entry window, outcome cutoff, and attribution limits:
Change triggers that require retesting:
Decision, owner, next review date, and change log:

Optional Space Office packet: Oxygen prepares lifecycle logic; Phosphorus
prepares email sequence and sending checks; Hydrogen coordinates and reviews.
The human verifies facts, authorizes access, and approves implementation and send.
This template does not activate a platform or establish permission to contact anyone.