BraiFlow CRM

Product Documentation

Operational documentation to run the platform in production: onboarding, business processes, governance and execution standards.

Runbooks

Operational procedures for incidents and recovery.

Target Audience

On-call engineers handling incidents with fast recovery playbooks.

Prerequisites

  • Tenant access with the required permissions.
  • Baseline setup validated (teams, roles, currency, timezone).
  • Log and monitoring visibility for fast investigation.

Module Positioning

Incident response procedures to reduce MTTR and operational chaos.

Priority Use Cases

  • Workflow 500 and queue failure triage.
  • PDF 404 and storage permission incidents.

Operating Model

  • On-call checklist with escalation path.
  • Post-mortem and action tracking after each major incident.

KPI

  • MTTR and recurrence rate by incident class.
  • Runbook coverage of top production incidents.

Recommended Path

Follow chapters in order to move from configuration to production execution.

  1. 1. Workflow 500

    Goal: Workflow 500

    Workflow 500 defines the practical standard for this module and how teams execute it daily.

    Expected Outcome

    After this chapter, the team can standardize "Workflow 500" with measurable controls for operational resilience.

    • A repeatable process for Workflow 500 is documented and shared.
    • Controls are measurable against Operational reliability and recoverability.

    Quick Validation

    Validate via UI flow and API probe (/api/v1/me), then confirm expected permissions and logs.

    • Test the full UI flow with a standard user account.
    • Validate API behavior and permissions for the same scenario.
    • Record at least one edge case and expected fallback.

    Risk To Avoid

    Do not move to chapter 2 before edge cases and access scope are confirmed for this step.

    • Do not rely on admin-only testing.
    • Avoid implicit process steps not written in docs.
    • Do not ship without logging and troubleshooting clues.

  2. 2. PDF 404

    Goal: PDF 404

    PDF 404 defines the practical standard for this module and how teams execute it daily.

    Expected Outcome

    After this chapter, the team can standardize "PDF 404" with measurable controls for operational resilience.

    • A repeatable process for PDF 404 is documented and shared.
    • Controls are measurable against Operational reliability and recoverability.

    Quick Validation

    Validate via UI flow and API probe (/api/v1/me), then confirm expected permissions and logs.

    • Test the full UI flow with a standard user account.
    • Validate API behavior and permissions for the same scenario.
    • Record at least one edge case and expected fallback.

    Risk To Avoid

    Do not move to chapter 3 before edge cases and access scope are confirmed for this step.

    • Do not rely on admin-only testing.
    • Avoid implicit process steps not written in docs.
    • Do not ship without logging and troubleshooting clues.

  3. 3. Queue Failure

    Goal: Queue Failure

    Queue Failure defines the practical standard for this module and how teams execute it daily.

    Expected Outcome

    After this chapter, the team can standardize "Queue Failure" with measurable controls for operational resilience.

    • A repeatable process for Queue Failure is documented and shared.
    • Controls are measurable against Operational reliability and recoverability.

    Quick Validation

    Validate via UI flow and API probe (/api/v1/me), then confirm expected permissions and logs.

    • Test the full UI flow with a standard user account.
    • Validate API behavior and permissions for the same scenario.
    • Record at least one edge case and expected fallback.

    Risk To Avoid

    Do not move to chapter 4 before edge cases and access scope are confirmed for this step.

    • Do not rely on admin-only testing.
    • Avoid implicit process steps not written in docs.
    • Do not ship without logging and troubleshooting clues.

  4. 4. Storage Permissions

    Goal: Storage Permissions

    Storage Permissions defines the practical standard for this module and how teams execute it daily.

    Expected Outcome

    After this chapter, the team can standardize "Storage Permissions" with measurable controls for operational resilience.

    • A repeatable process for Storage Permissions is documented and shared.
    • Controls are measurable against Operational reliability and recoverability.

    Quick Validation

    Validate via UI flow and API probe (/api/v1/me), then confirm expected permissions and logs.

    • Test the full UI flow with a standard user account.
    • Validate API behavior and permissions for the same scenario.
    • Record at least one edge case and expected fallback.

    Risk To Avoid

    Do not move to chapter 5 before edge cases and access scope are confirmed for this step.

    • Do not rely on admin-only testing.
    • Avoid implicit process steps not written in docs.
    • Do not ship without logging and troubleshooting clues.

Go-live Checklist

  • Sensitive permissions are tested with a non-admin account.
  • Critical business flows are verified end-to-end.
  • Error messages are understandable and actionable.
  • An incident runbook exists for this domain.

Success Criteria

  • Faster onboarding for a new team.
  • No critical action depends on implicit tribal knowledge.
  • Support can diagnose an incident in under 15 minutes.