The Automation Gate Playbook
Reversible / Irreversible is a two-minute test. This playbook turns it into a standing policy your team can apply without asking you, which is the only version that scales.
The problem this solves. Automation decisions get made case by case, usually by whoever is most confident in the meeting. The result is inconsistent risk: trivial things gated, dangerous things automated.
What you will have at the end. A one-page automation policy, a classified list of every external-facing action, and a gate for each irreversible one.
Time required. A single focused session for the policy; roughly a week to classify honestly.
The module outline for this playbook. Recorded walkthroughs are planned but not yet published — the written playbook stands on its own without them.
These templates are still being written — nothing here is downloadable yet. Each one is deliberately tool-agnostic, so the Implementation checklist can be run in whatever you already use in the meantime.
Importance and reversibility are different axes. An important, reversible action is a fine candidate for automation. A trivial, irreversible one is not.
If it was seen, it happened. Public actions are irreversible regardless of the delete button.
Nobody reads it, so nobody applies it, so you are back to case-by-case.
LevelUp Growth classifies actions against your policy and routes them automatically. Manually, this is a register and a habit.
Captured automatically with full context. Manually, a shared sheet works — if someone owns it.
The playbook does not require it. Each shortcut removes manual work from a process that already runs without it. If you cannot run this playbook by hand, buying software will not fix that.