Handoff Readiness Checklist Workflow
Handoff workflow with a completeness gate: the handoff checklist must be fully met before the receiving team approves and work moves forward.
Task box diagram for invoice approval: owner, description and system on every step, from sale recording to payment, with a rejection loop back to the invoice draft.
Copy and paste the following FlowZap code into a project in your FlowZap account to see this template diagram.
sales { # Sales
n1: circle label:"Start"
n2: taskbox owner="Sales Rep" description="Record Sale Details" system="CRM"
n3: taskbox owner="Sales Rep" description="Generate Invoice Draft" system="Billing"
n4: taskbox owner="Sales Manager" description="Review Invoice" system="Billing"
n5: diamond label:"Approved?"
n6: taskbox owner="Sales Rep" description="Send Invoice to Client" system="Email"
n7: taskbox owner="Client" description="Receive Invoice" system="Email"
n8: taskbox owner="Client" description="Make Payment" system="Payment Gateway"
n9: taskbox owner="Finance" description="Record Payment" system="Accounting"
n10: circle label:"End"
n1.handle(right) -> n2.handle(left)
n2.handle(right) -> n3.handle(left)
n3.handle(right) -> n4.handle(left)
n4.handle(right) -> n5.handle(left)
n5.handle(right) -> n6.handle(left) [label="Yes"]
n5.handle(bottom) -> n3.handle(bottom) [label="No"]
n6.handle(right) -> n7.handle(left)
n7.handle(right) -> n8.handle(left)
n8.handle(right) -> n9.handle(left)
n9.handle(right) -> n10.handle(left)
loop [until approved] n3 n4 n5
}
Install the MCP packagenpm install -g flowzap-mcpMCP documentation
Handoff workflow with a completeness gate: the handoff checklist must be fully met before the receiving team approves and work moves forward.
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