A workflow platform move starts with a behavior inventory. Capture triggers, actions, accounts, and failure paths before replacing connectors. Prioritize one representative flow so the team can see which behavior carries over and what needs redesign.
Inventory triggers and dependencies
Record when each flow runs, which account it uses, and what it reads or changes. Include schedules, inbound events, queues, run history, and manual recovery steps. Identify workflows sharing the same event or writing to the same object. Note who owns the credentials and who can authorize changes.
Check parity with representative runs
Test the destination connectors with the actions, fields, and exception paths that actually matter. Compare the outputs from the old and new flows in a controlled test. Use dry runs or a test target so running both versions cannot cause duplicate writes. Document any changes in retry behavior, ordering, or limits.
Plan activation and fallback
Sequence the move so only one version performs live writes at a time. Decide how waiting items and late events will be handled. Define the checks that stop the cutover and the conditions for safely restoring the previous version. Give operators the new run links, alert contacts, and a recovery example.
Example
Rebuild a sample request workflow on a different automation platform and compare outputs from the same events.
What to do next
Move workflows in a tested order with explicit controls for duplicate writes and waiting items.