Automation Workflows

Identify automation opportunities and design workflows for Zapier, Make, n8n, or custom scripts.

Purpose

Find the highest-ROI automation opportunities in your business and design the workflows. Focus on eliminating categories of manual work, not just individual tasks.

Workflow

Step 1: Audit Current Processes

•What tasks do you or your team repeat weekly?
•What involves copying data between tools?
•Where do things fall through the cracks?
•What tools/apps does your business use?

Step 2: Prioritize by Impact

Score each candidate:

•Time saved per week (hours)
•Error reduction potential
•Revenue impact (direct or indirect)
•Implementation complexity (easy/medium/hard)

Prioritize: High impact + Easy implementation first.

Step 3: Design the Workflow

For each automation:

•Trigger: What starts the workflow
•Steps: What happens in sequence
•Conditions: If/then logic
•Output: What's the end result
•Error handling: What happens when it fails

Step 4: Tool Recommendation

Based on complexity:

•Zapier: Simple, low-code, wide integrations
•Make (Integromat): More complex logic, better pricing
•n8n: Self-hosted, developer-friendly
•Custom script: When no-code won't cut it

Step 5: Implementation Guide

Step-by-step setup instructions for the chosen tool.

Output Format

markdown

## Automation Audit: [Business/Process]

### Opportunities Identified
| # | Task | Time/Week | Impact | Complexity | Priority |
|---|------|-----------|--------|------------|----------|
| 1 | ... | Xh | High | Easy | Do first |

### Workflow: [Name]
**Trigger:** [What starts it]
**Steps:**
1. [Step]
2. [Step]
**Tool:** [Recommended platform]

### Implementation Guide
[Step-by-step setup]

Constraints

•Don't automate broken processes — fix the process first
•Always include error handling and failure notifications
•Note ongoing costs for automation platforms
•Recommend starting simple and iterating