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Production readiness
Turn on one accountable workflow at a time.
Aptoria is most useful when the operating boundary is clear. Use this checklist to choose a bounded workflow, verify its connected rails, test the exception path, and retain the available operational record. Completion of the checklist is not a legal, security, provider, or outcome certification.
Explore a policy
Plan a setup
Open proof protocol
01
Choose one routine workflow
Start with a bounded job such as maintenance intake or a routine tenant reply. Do not begin with screening, a legal notice, a lease decision, or a money exception.
Name the property, the owner, the channel, and the result that counts as complete.
02
Set the policy and escalation owner
Define what the workflow may prepare, what requires your approval, who receives an urgent exception, and when the workflow must pause.
Review the authority map in the Policy Sandbox before enabling anything.
03
Connect only the rails you intend to use
Payments, messaging, calendar, screening, and syndication each have their own provider and account conditions. A logo or feed setting is not proof that a production connection is operating.
Verify the provider account, permission, delivery path, and failure contact for each connected rail.
04
Run a controlled test and inspect the record
Use a non-consequential scenario first. Confirm the source facts, applied policy, approval if needed, delivery state, and the handoff when the workflow cannot proceed.
Keep the resulting action record as the acceptance evidence for that workflow.
05
Expand only after the exception path works
Add the next property or action class after the team has seen the pause, escalation, and recovery path—not simply the happy path.
Review performance and exceptions regularly; revoke or narrow authority when the facts or policy change.
The human-required floor
Published consequential action classes remain human-owned.
Aptoria’s current customer controls do not offer autonomous decisions for applicant eligibility, adverse action, eviction, deposit deductions, lease termination, accommodation, or a material money exception. The product can organize available records and draft a review package; the responsible person retains the decision and required external process.
See published boundaries
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