Workflow · Beginner · 1h
Map a process before automating it workflow
Document a manual process as steps, inputs, decisions and exceptions so the automation is a transcription of something that already works.
- Zapier
- Make
- n8n
- Any assistant
- automation
- workflow
Inside this workflow
- When: Before building any automation with more than two steps.
- 1. Walk three examples end to end
- 2. Extract the shape
- 3. List the exceptions
- 4. Mark the human steps
- 5. Agree the measure
- Steps
- 5
- Tools
- A document, The people who do the process
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