Map reality first
Before selecting a trigger or connector, map how work actually moves: who initiates it, what information is required, which rules apply and where exceptions go.
Separate the happy path from exceptions
Reliable automations make exceptions explicit. A clear exception route often matters more than the speed of the ideal path.
- Trigger and required inputs
- Decision rules
- System actions
- Human approval points
- Exception owner
- Completion evidence
Instrument the workflow
Capture status, duration, failures and manual interventions so the process can improve after launch.