instantly-prod-checklist

v2026.09.24

Gate an Instantly integration release across identity, scopes, data, limits, operations, and rollback. Use when reviewing a production launch or material campaign-system change for approval. Trigger with "review Instantly launch readiness", "run the Instantly release checklist", or "approve an Instantly production change".

GitHub
Install command
npx skhub add jeremylongshore/instantly-prod-checklist
Markdown
SKILL.md

Instantly Production Readiness Gate

Overview

Return a fail-closed readiness decision backed by test and approval evidence. Record assumptions, evidence, approval state, and rollback ownership so another operator can reproduce the result.

Prerequisites

  • The target repository, Instantly workspace, environment, and accountable owner
  • Current security, privacy, compliance, capacity, and change-control requirements
  • An approved API v2 key only when a bounded live verification is necessary

Tool Discipline

Use Read, Glob, and Grep to inspect code, configuration, and evidence. Use WebFetch only for current first-party Instantly documentation and package metadata. Use Write or Edit only when implementation was requested and exact target files are known; never write credentials, lead data, email content, or unrestricted environment output.

Current Contract

  • A green deploy is not authorization to activate campaigns or connect accounts.
  • Keys, workspace-group delegation, webhook delivery, background jobs, and endpoint limits need explicit owners.
  • Dynamic plan and entitlement facts must be rechecked at launch.

Authentication

Use an API v2 key as Authorization: Bearer <key> against https://api.instantly.ai/api/v2. Grant only the endpoint-specific scopes needed, inject the key from an approved server-side secret manager, and never print, persist, commit, or place it in a URL. Treat key creation, rotation, revocation, member changes, workspace delegation, and production access as owner-approved actions.

Instructions

  1. Verify release SHA, runtime, SDK/CLI pins, schema source, and rollback artifact.
  2. Verify workspace identity, least-privilege keys, rotation, audit, and secret storage.
  3. Verify consent, suppression, minimization, redaction, retention, and deletion controls.
  4. Verify workspace and endpoint limits, pagination, batching, idempotency, and job polling.
  5. Verify dashboards, alerts, incident runbook, webhook recovery, and support evidence.
  6. List every unresolved gate and require accountable approval for launch and each data-plane mutation.

Approval Boundaries

Do not create, rotate, reveal, or revoke keys; invite or remove members; delegate across workspaces; connect sending accounts; create or activate campaigns; import or delete leads; change suppression or retention; register, patch, resume, or delete webhooks; alter plans or paid capacity; transmit diagnostics; or perform another production mutation without explicit approval from the accountable owner. Keep diagnosis read-only unless implementation was requested.

Output

Return the workspace-safe scope, files and contracts inspected, exact API v2 routes and required scopes, evidence collected, validation result, sensitive fields redacted, remaining risk, accountable owner, approval state, and rollback or next action.

Error Handling

ConditionResponse
401Stop and verify that the bearer key exists, is current, and was not revoked.
403Stop and compare the operation with its exact required scope; do not broaden to all:all by default.
429Coordinate the workspace-wide budget, honor endpoint overrides, and bound retries.
Schema or tenant mismatchFail closed, preserve redacted evidence, and do not retry a mutation.

Examples

Use a compact handoff that makes scope, mutation authority, and evidence reviewable.

Input:

release=abc123; workspace=prod-opaque; launch=false

Expected handoff:

decision=NO-GO; open-gates=2; owners=assigned

Resources

Discovery
Tags

No tags published for this skill.

Version
Latest version metadata

Version

v2026.09.24

Published

Sep 24, 2026

Category

Uncategorized

License

MIT

Source path

skills/.curated/instantly-prod-checklist

Default branch

main

Latest commit

e5a6c3b

Tree SHA

c2dc8e8