Automation Deployment Playbook (From Workflow To Production)

A practical system for deploying AI workflows in production — without guesswork

This is a 27-page playbook for builders, freelancers, and agencies who want to deliver AI and automation workflows professionally, not just make them “work.”

Most automations fail after the demo.

Not because the logic is wrong — but because hosting, security, testing, billing, and handover are ignored.

This playbook shows you how to handle those parts the right way.

What you’ll learn

How to deploy automation workflows safely and compliantly

How to choose the right hosting model (client, agency, or SaaS)

How to secure credentials, webhooks, and sensitive data

How to manage API keys, usage, and billing transparently

How to test with real data and design for failure

How to hand over workflows cleanly and professionally

How to define “done” and offer maintenance without scope creep

What’s inside (27 pages)

Deployment mindset — why most automations fail after “it works”

Hosting & licensing — n8n compliance and real-world setups

Security & data protection — credentials, GDPR, AI guardrails

API keys & billing — clean ownership and cost control

Testing & QA — real data, blackbox testing, AI output checks

Handover & documentation — production vs test, delivery packs

Legal & maintenance — scope, acceptance, and retainers