Automation Workflow Planner
Purpose
Plan simple automation workflows that connect inputs, tools, data, checks, and outputs.
When to Use
Use this skill when designing a Make, Zapier, API, Sheets, Gmail, Slack, marketplace, or CRM automation.
Inputs
Useful inputs: business goal, source data, destination, tools, fields, timing, rules, checks, and desired output.
Workflow
- Define business goal and output.
- Map source and destination.
- List fields and rules.
- Add checks and fallback steps.
- Create workflow plan and test notes.
Output
Always provide workflow map, field map, rules, checks, test plan, and next actions.
Common Mistakes
- Automating before process is clear.
- Missing field map.
- No test plan.
- No fallback step.
Related Skills
- make-scenario-planner
- data-sync-checker
- automation-runbook-builder