Workflows

Workflow Safe Mode and Kill Switches

Operate SophMate workflows with kill switches, safe mode expectations, pause ownership, restart rules, and incident-aware workflow review.

Pause model

Safe workflow rollout requires a fast pause path. Each workflow, watcher, agent, playbook, and custom tool should have an owner who can stop execution when failures, unexpected spend, stale context, or customer-impacting behavior appears.

Before enabling

Test kill switches in staging and document what pauses immediately, what continues to finish, what requires manual cleanup, and who restarts workflow execution. The kill switch tutorial shows the operational pattern, and workflow safety covers first-run controls.

Restart rules

Do not restart workflow execution just because the alert stopped. Review run history, failed steps, audit records, pending approvals, provider status, and affected records. Restart with a narrow scope before returning to normal schedules.

Quick reference

  • Use this page when turning repeatable WordPress, WooCommerce, marketing, support, reporting, agent, or tool work into a controlled process.
  • Do not enable unattended write behavior, external calls, or customer-facing output before failure handling and approval ownership are clear.
  • Key decision: whether the process is mature enough to become repeatable without hiding trigger, owner, approval, or failure behavior.

Scope limits

  • Do not use this page to import, enable, or schedule workflow execution from another site without localizing provider, policy, product, role, and approval assumptions.
  • This page does not justify unattended execution when trigger scope, owner response, failure handling, or approval behavior is unclear.
  • Use it to narrow repeatable work before expanding to write actions, external services, or customer-facing output.

Owner and cadence

  • Primary owner: operations lead for the affected workflow, watcher, agent, playbook, or custom tool.
  • Review cadence: before first run, after failed runs, after provider changes, and during monthly workflow review.
  • Escalate when workflow execution cannot be paused quickly, restart ownership is unclear, or a paused workflow may have already changed production records.

Access and data boundary

  • Workflow evidence should name trigger scope, owner, allowed records, approval point, run state, failure route, and kill switch before any production write access expands.
  • Grant workflow, watcher, playbook, agent, and custom-tool access by role, record type, launch surface, and risk level.
  • Start with read-only, staging, simulation, or notification-only runs before allowing production writes, external webhooks, or unattended execution.

Production checklist

  • Assign an owner for each workflow path and test pause behavior before live workflow schedules are enabled.
  • Document what happens to running, queued, scheduled, and retrying jobs when safe mode or a kill switch is triggered.
  • Define trigger, owner, input data, output, approval requirement, retry behavior, failure notification, and kill switch before enabling a workflow.
  • Start with read-only runs or staging examples until the team has reviewed successful traces and audit records.

Acceptance checks

  • The team can pause and restart workflow execution without searching for the right screen or owner.
  • Restart decisions are based on run history, audit records, pending approvals, and affected-record review.
  • The workflow or agent has a named owner who can pause it and explain its last run.
  • Failures produce enough audit, diagnostics, and notification context for another operator to respond.

Failure modes to test

  • Test vague triggers, imported client assumptions, noisy alerts, missing owners, pause controls, running jobs, and approval bypass attempts.
  • Test missing trigger data, duplicate runs, retry exhaustion, failed notifications, stale sources, permission denial, tool errors, and provider limits.
  • Confirm write actions remain paused or approval-gated when simulation, staging, or first-run evidence fails.

Evidence to capture

  • Capture pause state, queued/running/scheduled work, last run, next run, owner, and restart criteria.
  • Record trigger, owner, input scope, affected records, approval point, run ID or timestamp, output artifact, and failure response.
  • Capture simulation, staging, notification-only, or first production run evidence before expanding workflow scope.

Decision record

  • Decision field to include: whether the workflow remains read-only, notification-only, approval-gated, or write-capable after the first review.
  • Record the workflow decision, trigger, owner, input scope, output artifact, approval point, retry rule, failure notification, and kill switch.
  • Include the first-run evidence, run ID or timestamp, cost expectation, expansion criteria, and the condition that keeps write actions paused.

Stop or rollback path

Disable or narrow workflow execution when trigger scope, approval behavior, imported assumptions, noisy alerts, or failure handling are unclear. Restart only after run history and owner-reviewed criteria are documented.

Monitoring window

  • Watch whether alerts reach owners, paused categories stay paused, and queued work does not restart unexpectedly.
  • Monitor first runs, retries, costs, failures, alert volume, queued work, and owner response time.
  • Review run history before enabling write actions, more triggers, or broader records.

Expansion criteria

  • Workflow scope can expand only when pause controls, imported assumptions, owner response, and approval behavior are proven.
  • Expand workflow execution only after first-run history shows expected output, manageable alert volume, known cost, and clear failure handling.
  • Write-capable steps remain approval-gated until staging, simulation, or notification-only runs are stable.

Common mistakes

  • Assuming pause controls work without testing what happens to queued, running, and scheduled workflows.
  • Turning a useful prompt into automation before defining trigger, owner, input scope, approval rule, and failure handling.
  • Ignoring noisy alerts or failed runs until operators stop trusting the workflow surface.

Common questions

When should a repeatable task become a workflow?

Only after the manual process has a stable trigger, owner, input scope, output, approval point, failure response, and monitoring path.

Who should own this decision?

The operations owner should own the workflow, with specialist reviewers for customer, commerce, content, support, or tool impact.

What should stop the rollout?

Stop when trigger scope, owner, run state, approval behavior, failure response, or write capability is unclear.

Need implementation help?

Use docs with tutorials for production rollout

Docs explain the reference behavior. Tutorials show practical SophMate workflows you can run inside WordPress.

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