Trace the current workflow
Document triggers, handoffs, exceptions, and the data each step needs.
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03 · Automation
Automation designed around how the work actually moves.
I map the workflow first, then connect the right tools with APIs, automation platforms, and custom code where needed. The aim is a visible, maintainable process with clear ownership.
What this can produce
A useful system with a defined role.
- 01A repeated manual workflow converted into a tracked system
- 02Data moving reliably between the tools your team already uses
- 03Notifications, approvals, and exceptions routed to the right person
- 04Documentation that explains what runs and what happens when it fails
How I approach it
Choose the right boundary
Decide what should be automated and where a person should stay involved.
Connect and observe
Build the workflow with visible status, useful logs, and clear error paths.
Improve after use
Refine the automation from actual volume, exceptions, and team feedback.
Good fit
When this work is useful.
- Important work is being copied manually between several tools.
- Your team loses time to repeated setup, reporting, or data entry.
- You need more than a one-off automation and want the workflow documented.