One trigger. One useful action.
Choose a task
Pick a repeatable, low-risk process with predictable inputs.
FIELD NOTE / 1Map the steps
Define the trigger, action, exceptions and expected result.
FIELD NOTE / 2Test & monitor
Check duplicates, failures and whether the workflow actually saves time.
FIELD NOTE / 3Step 1 — Pick a low-risk process
Good candidates include logging a new form response, sending a routine internal reminder or organizing incoming files. Avoid payments, irreversible changes and sensitive personal data at first.
Step 2 — Map the manual process
Write down what starts the process, what information is required, what actions follow and how to recognize success.
Step 3 — Build the smallest useful version
Use one trigger and one action. Test with realistic examples, including missing fields and duplicate submissions.
Step 4 — Keep a human checkpoint
When a workflow has meaningful consequences, let it prepare a draft or notification for approval rather than acting automatically.
Step 5 — Review results
After a week, measure time saved, check errors and decide whether expanding the automation is justified.
| Component | Example | What to check |
|---|---|---|
| Trigger | New form submission | Required fields |
| Action | Create tracking record | Duplicates |
| Review | Notify a person | Error visibility |
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