Running live bundle QA in under 30 minutes

Bundles are only useful if they’re trustworthy. I run a live QA session with every new customer to verify that the distillation recipe we designed together holds up under pressure. It takes 30 minutes, requires no fancy tooling, and catches 80% of the issues that would otherwise derail an automation rollout.

Who you need in the room

• Ops lead. Owns the workflow and knows the escalation edge cases by heart.
• Subject expert. The person who lives in the source conversation and can confirm nuances.
• Automation owner. Whoever plugs bundles into downstream tools or models.

Keep the group tiny. The goal is to make confident yes/no calls, not debate architecture. Record the session so you have receipts.

Pre-session checklist

1. Pick three representative conversations: a happy path, a messy escalation, and an outlier.
2. Export fresh bundles with the production recipe. No staging shortcuts. If the run fails, fix it before the session.
3. Print the bundle manifest and the integrity hash for each sample—reviewers love knowing they’re looking at the real thing.

The 20-minute walkthrough

Run each sample like this:

1. Scan for decisions. Does every major decision appear in the bundle? Can we jump back to the original message in one click?
2. Audit references. Are attachments, dashboards, and ticket IDs linked correctly? Ask the subject expert to confirm.
3. Check tone and redaction. Are sensitive fields stripped or masked the way policy requires? Does the tone match what stakeholders expect to read?
4. Simulate the automation. Paste the bundle into the downstream system or LLM prompt and watch for surprises.

Capture the decisions in a heatmap

I like to rate each bundle across four dimensions—Coverage, Clarity, Compliance, Automation—on a simple green, yellow, red scale. We log the colour plus a one-sentence justification in Linear so the team has a permanent QA history.

Close with a tightening sprint

The last five minutes are for action items: tweak redaction presets, adjust the block ordering, or expand the reference resolver. Assign owners and due dates on the call. We reconvene in a week to re-run the same samples until everything is green.

Need a facilitator? Drop a line to info@thread-transfer.com and I’ll walk your team through the first QA session.