Title: RoutineKit — Repeatable WordPress Workflow Checklists for Agencies
Author: Zeeshan Rasool
Published: <strong>3 septembra, 2026</strong>
Last modified: 12 septembra, 2026

---

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# RoutineKit — Repeatable WordPress Workflow Checklists for Agencies

 By [Zeeshan Rasool](https://profiles.wordpress.org/codeleftover/)

[Download](https://downloads.wordpress.org/plugin/routinekit.1.0.4.zip)

 * [Details](https://sl.wordpress.org/plugins/routinekit/#description)
 * [Reviews](https://sl.wordpress.org/plugins/routinekit/#reviews)
 *  [Installation](https://sl.wordpress.org/plugins/routinekit/#installation)
 * [Development](https://sl.wordpress.org/plugins/routinekit/#developers)

 [Support](https://wordpress.org/support/plugin/routinekit/)

## Description

**RoutineKit** solves the agency problem of replicating the same WordPress configuration
changes across dozens or hundreds of client sites.

Build reusable, step-by-step configuration checklists inside one site, then run 
them anywhere. Each step includes instructions, a direct deep-link to the exact 
settings page, and optional evidence capture — so your team always knows what was
done, when, and by whom.

Learn more at [routinekit.dev](https://routinekit.dev/).

#### Core Features (Free)

Everything below works with no payment required. Most features work on a single 
site with no account at all; items marked * require a free RoutineKit account.

 * **Workflow Builder** — create reusable configuration checklists with step-by-
   step instructions
 * **Guided Runner** — a floating sidebar that walks your team through each step
   and links directly to the right settings page. Put it in the admin bar, or hide
   it, if you would rather it stayed out of the way
 * **Auto-Capture** — RoutineKit watches wp_options changes as you configure a site
   and offers to turn them into workflow steps automatically, with the exact values
   recorded for later
 * **Evidence Capture** — attach screenshots or PDFs to a step as proof of what 
   was done
 * **Step Notes** — add private notes to any step while running a workflow
 * **Audit Trail** — a timestamped log of who completed what and when, with before/
   after option snapshots
 * **Run History** — review past executions per workflow
 * **25+ Deep-Links** — pre-built links to the most common WordPress, WooCommerce,
   Yoast SEO, Wordfence, and UpdraftPlus settings pages
 * **5 Starter Templates** — New Site Setup, Security Hardening, WooCommerce Launch,
   SEO Setup, Site Migration
 * **JSON Export/Import** — share workflows between sites via JSON file
 * **Paste a Checklist** — paste any list from Notion, Google Docs, or plain notes
   and it becomes a workflow instantly
 * **Unlimited workflows** — no cap on the number of workflows per site
 * **Up to 3 connected sites** — connect up to 3 sites to your free RoutineKit account*
 * **RoutineKit Cloud dashboard** — manage connected sites from one place *
 * **Fleet push & assignment** — push a workflow to connected sites and assign it
   to a site group * (up to 3 sites on free)

#### Pro Features (Agency / Agency Pro)

Pro is about scale. The features above keep working exactly as they do on the free
plan; Pro raises the limits and adds the fleet-management layer on top.

 * **Up to 50 sites (Agency) or unlimited sites (Agency Pro)** — connect your full
   client roster, not just 3
 * **Multiple site groups** — organise sites into as many groups as you need, then
   push to a whole group at once
 * **Cloud workflow template library** — access and publish to a shared library 
   of workflows from your dashboard
 * **Import from URL** — import any workflow directly from a URL without downloading
   a JSON file first
 * **Team members** — invite colleagues to your RoutineKit account so they can manage
   and run workflows across sites
 * **Note sharing** — include step notes in a push so receiving sites see them alongside
   the workflow
 * **Progress sync** — see run completions from every connected site in your central
   dashboard
 * **Priority support** — dedicated email support (Agency Pro only)

### External Services

RoutineKit communicates with an external service **only when you explicitly connect
to RoutineKit Cloud**. No data is sent to any external server without an active 
connection.

#### RoutineKit Cloud

When you enter a license key and connect to RoutineKit Cloud, this plugin sends 
data to and receives data from `https://app.routinekit.dev`.

**Data sent:**
 * Your site URL, site name, and WordPress version (on connect and
heartbeat) * RoutineKit plugin version (on heartbeat) * Workflow structure (title,
steps) when you push a workflow to a site group * Execution completion status when
a runner finishes a SaaS-assigned workflow

**Data received:**
 * Workflow assignments pushed from your central dashboard * 
Template library available for your plan * License plan status

**When this happens:** Only after you explicitly enter an API key in RoutineKit 
> Settings > Cloud Connection. The connection can be removed at any time from the
same screen, after which no further data is sent.

This service is operated by the plugin author. It is optional — the plugin is fully
functional without it.

 * Service endpoint: https://app.routinekit.dev
 * Privacy policy: https://routinekit.dev/privacy
 * Terms of service: https://routinekit.dev/terms

### Privacy Policy

RoutineKit captures wp_options changes made during your admin sessions to help you
build workflow steps (Auto-Capture feature). This data is stored locally in your
own database and is never sent externally on the free plan.

The Auto-Capture buffer stores: the option name, old value, new value, the URL of
the admin page where the change occurred, and the WordPress user ID of the person
who made the change. This data is retained for a configurable period (default: 30
days, adjustable in Settings) and deleted automatically. It is fully removed when
the plugin is uninstalled.

Execution audit trails store: which user ran a workflow, which steps were completed
or skipped, timestamps, and any notes or evidence files uploaded. This data is stored
locally in your database.

If you connect to RoutineKit Cloud (Pro), please review the RoutineKit Cloud privacy
policy at https://routinekit.dev/privacy.

### Third-Party Libraries

This plugin includes the following third-party library:

 * **html2canvas** (v1.4.1, MIT License) — https://html2canvas.hertzen.com
    Used
   to capture screenshots of the admin screen for step evidence. Bundled in `assets/
   js/html2canvas.min.js` (vanilla capture watcher) and in the webpack chunk `assets/
   js/548.js` (React runner notes).

## Screenshots

[⌊Workflow Manager — list of all workflows with status and last-run date⌉⌊Workflow
Manager — list of all workflows with status and last-run date⌉[

Workflow Manager — list of all workflows with status and last-run date

[⌊Import built-in Templates — Choose a template from the library⌉⌊Import built-in
Templates — Choose a template from the library⌉[

Import built-in Templates — Choose a template from the library

[⌊Guided Runner — floating sidebar walking through each step⌉⌊Guided Runner — floating
sidebar walking through each step⌉[

Guided Runner — floating sidebar walking through each step

## Installation

 1. Upload the `routinekit` folder to `/wp-content/plugins/`
 2. Activate the plugin from the Plugins screen in WordPress
 3. Go to **RoutineKit > Workflows** to create your first workflow
 4. Use the **Run** button to open the guided Runner sidebar

## FAQ

### Does RoutineKit replace MainWP or ManageWP?

No. RoutineKit is complementary to multi-site management tools. It focuses on _what_
needs to be configured on each site and provides a guided runner to do it, rather
than managing plugin updates or security scans.

### Can I share workflows between sites?

Yes — use the JSON Export button on any workflow, then import the JSON file on another
site. Users with a connected RoutineKit account can also import directly from a 
URL. Pro users can additionally manage and assign workflows across all sites from
the central dashboard.

### How does Auto-Capture work?

When you navigate to a WordPress settings page and save changes, RoutineKit detects
which wp_options values changed and shows a notification offering to add them as
a workflow step. The step includes a snapshot of the exact settings you changed.

### Is my data sent anywhere?

On the free plan, all data stays on your own site. Pro users optionally connect 
to the RoutineKit Cloud dashboard for cross-site management — connection requires
an explicit API key entry and can be revoked at any time.

### What happens if I deactivate the plugin?

Deactivating preserves all your workflows and data.

Deleting the plugin also preserves your data by default, so you can reinstall without
losing anything. If you want a clean removal, enable **Settings > Danger Zone > 
Delete All Data on Uninstall** before deleting — RoutineKit will then drop its tables
and options when the plugin is deleted.

### Can multiple team members run the same workflow?

Yes — each run is tracked separately as an execution with its own audit trail. Multiple
people can run the same workflow on different sites simultaneously.

## Reviews

There are no reviews for this plugin.

## Contributors & Developers

“RoutineKit — Repeatable WordPress Workflow Checklists for Agencies” is open source
software. The following people have contributed to this plugin.

Contributors

 *   [ Zeeshan Rasool ](https://profiles.wordpress.org/codeleftover/)

[Translate “RoutineKit — Repeatable WordPress Workflow Checklists for Agencies” into your language.](https://translate.wordpress.org/projects/wp-plugins/routinekit)

### Interested in development?

[Browse the code](https://plugins.trac.wordpress.org/browser/routinekit/), check
out the [SVN repository](https://plugins.svn.wordpress.org/routinekit/), or subscribe
to the [development log](https://plugins.trac.wordpress.org/log/routinekit/) by 
[RSS](https://plugins.trac.wordpress.org/log/routinekit/?limit=100&mode=stop_on_copy&format=rss).

## Changelog

#### 1.0.4

 * New: a short guide below the workflow table covering the two ways to use Start
   Workflow — working through a checklist, and building one as you go by adding 
   steps from the runner while you make the changes.
 * Improved: deleting a workflow now says whether it worked, and when it is refused
   it gives the reason rather than failing quietly.
 * Improved: the workflow list opens on Active, so the workflows you are likely 
   to run are in front of you. It falls back to All when nothing is active.
 * Improved: workflows now carry a Pushed or Received badge with its own icon, replacing
   the single Cloud tag, so it is clear at a glance which ones you published and
   which arrived from another site. Both explain themselves on hover.
 * Changed: a workflow assigned to this site from the cloud can no longer be deleted
   here. Withdrawing an assignment is the sending site’s to do, and a deleted copy
   only returned on the next check. Archive it to take it out of the way.
 * Fixed: a workflow that had been run but never pushed could not be deleted. Your
   own workflows are now held back only once pushed, and the reason is given on 
   hover.
 * Fixed: stopping a run left the workflow list showing it as still running until
   the page was reloaded.

#### 1.0.3

 * New: choose where the launcher lives — a floating pill, an item in the admin 
   bar, or hidden altogether. The admin bar option keeps RoutineKit to hand without
   anything sitting over the page.
 * New: assigning a group asks whether to tag it only or to push straight away, 
   so you can line up several groups before distributing.
 * Improved: workflow table actions are now in a single ··· menu on each row, replacing
   the inline text links under the title.
 * Improved: choosing to push a workflow to a group now says up front that doing
   so freezes its steps, rather than leaving it to the confirmation screen.
 * Changed: a workflow freezes once you push it, so the checklist your peers hold
   always matches the one you kept. To revise it, use Duplicate to edit — the copy
   is a separate workflow you can edit and push on its own terms.
 * Changed: toast notifications are off by default on new installs. Existing sites
   keep whatever they had set.
 * Fixed: a captured step could be filed against a workflow already pushed to the
   cloud, adding steps to a checklist that was supposed to be frozen. The workflow
   picker no longer offers those workflows, and the server refuses them.
 * Fixed: steps could not be added, edited, reordered or deleted on a pushed workflow
   even where the screen offered it — the change was rejected on save. Screens no
   longer offer an edit that would be refused.
 * Fixed: pushing an edited workflow overwrote the copy held by sites that already
   had it, changing what they saw after the fact. Each set of steps is now kept 
   as its own version, and a site only re-imports when a genuinely newer one arrives.

#### 1.0.2

 * Improved: captures now record which settings screen they came from.
 * Security: sensitive option values — passwords, API keys, tokens and salts — are
   now redacted before they reach the Auto-Capture buffer. Values captured by earlier
   versions are overwritten automatically on upgrade.
 * Fixed: background processes no longer trigger Auto-Capture. Cron jobs, WP-CLI
   commands, AJAX requests and page-builder saves are excluded, so captures reflect
   real settings changes only.
 * Fixed: a settings save could write the same capture more than once.
 * Security: removed an unused diagnostic that kept recent REST request and response
   data in a browser variable on admin screens.

#### 1.0.1

 * New: Paste a Checklist — paste a list from a Google Doc, Notion page or plain
   notes and it becomes a workflow. The first line is the title, every line after
   it becomes a step; bullets, numbering and [ ] checkboxes are stripped automatically.
   Available from Import Workflow, from the empty state, and once on first run.
 * Changed: plan buttons on the Upgrade screen now open the pricing page at routinekit.
   dev while self-serve signup is being finished
 * Fixed: a workflow whose steps are all optional no longer marks itself complete
   as soon as the first step is done
 * Fixed: completing optional steps after the last required one no longer resends
   the completion email or re-pushes the run to RoutineKit Cloud
 * Fixed: dismissing the “run is paused” notice in the Runner now sticks instead
   of reappearing on the next admin page

#### 1.0.0

 * Initial release
 * Workflow Builder with step editor and deep-link selector
 * Guided Runner floating sidebar
 * Auto-Capture engine for wp_options changes
 * 5 starter workflow templates
 * JSON export and import (file and URL)
 * Import from URL (requires connected RoutineKit account)
 * Auto-Capture retention configurable by all users (default: 30 days)
 * Pro: SaaS dashboard for cross-site fleet management and assignment push
 * Pro: note sharing across sites
 * Pro: evidence upload per step
 * Pro: full audit trail with user attribution and option snapshots

## Meta

 *  Version **1.0.4**
 *  Last updated **2 uri ago**
 *  Active installations **100+**
 *  WordPress version ** 6.0 or higher **
 *  Tested up to **7.1**
 *  PHP version ** 7.4 or higher **
 *  Language
 * [English (US)](https://wordpress.org/plugins/routinekit/)
 * Tags
 * [agency](https://sl.wordpress.org/plugins/tags/agency/)[checklist](https://sl.wordpress.org/plugins/tags/checklist/)
   [configuration](https://sl.wordpress.org/plugins/tags/configuration/)[site management](https://sl.wordpress.org/plugins/tags/site-management/)
   [workflow](https://sl.wordpress.org/plugins/tags/workflow/)
 *  [Advanced View](https://sl.wordpress.org/plugins/routinekit/advanced/)

## Ratings

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[Your review](https://wordpress.org/support/plugin/routinekit/reviews/#new-post)

[See all reviews](https://wordpress.org/support/plugin/routinekit/reviews/)

## Contributors

 *   [ Zeeshan Rasool ](https://profiles.wordpress.org/codeleftover/)

## Support

Got something to say? Need help?

 [View support forum](https://wordpress.org/support/plugin/routinekit/)