Move automations without losing the behaviour that matters
Inventory the current estate, map dependencies, rebuild justified workflows and test parity before a controlled cutover.
Choose the migration direction
Only routes that have passed the current publication gates appear here.
Specific migration directions remain in reviewed planning until their route, evidence and delivery scope are approved. Start with the current estate and the reason to move.
Move the workflows that justify moving—not every automation by default.
Migration starts with a credible operational or economic reason, then an inventory of the behaviour people currently rely on.
Decision boundary: The source workflow remains authoritative until the agreed target behaviour, rollback route and cutover checks have been verified.
- 01Establish the reason to move
Check cost, reliability, control, maintainability, access or support ownership—not a generic preference for a newer tool.
- 02Inventory the estate
Record triggers, filters, paths, credentials, code, run history, manual work and business criticality.
- 03Map behaviour rather than connector names
A familiar app or node does not prove equivalent data, timing, retry or error behaviour.
- 04Test parity and release carefully
Agree normal, failure and replay cases; then plan cutover, observation and rollback before retirement.
- 05Decide when staying put is better
Do not migrate a working system without a clear benefit that outweighs the change and operating burden.
- Capture the event
Important behaviour is spread across triggers, filters, credentials, code steps and undocumented operator habits.
- Resolve context
Inventory → dependency map → rebuild → parity test → controlled cutover → observation
- Apply the rule
The source workflow remains authoritative until the target passes agreed parity and rollback gates.
- Human control
A named person reviews ambiguity or consequential action for automation migration services.
- Verify the effect
Read back the important state, record exceptions and confirm the next owner.
Describe what happens now. The service label can come later.
The source page and intent remain attached to the request so the first review starts with useful context.
Discuss your migration