Define the workflow
Document the trigger, inputs, decisions, exceptions, and final action before choosing tools.
Practical guide
Plan an automation that your team can actually use
A reliable automation starts with a clear process, responsible data access, and a measurable outcome—not a fictional SDK or a one-click promise.
Protect access
Use the minimum permissions required, keep credentials server-side, and define who can review sensitive outputs.
Test the handover
Include human review for uncertain cases and make failure states visible to the responsible team.
What to prepare before requesting a project
- The repetitive task and who currently performs it
- The tools, inboxes, spreadsheets, or CRM involved
- A few representative examples without sensitive information
- The desired result and how success should be measured