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Automation

Map a workflow before automating it

A simple method for documenting triggers, decisions, exceptions, handoffs, and evidence before building automation.

Editorial team · August 13, 2026

Write down the trigger, required inputs, decisions, outputs, and owner for every stage of the workflow.

Mark exceptions and unclear handoffs instead of forcing them into the happy path. Those points usually determine whether automation will remain reliable.

Improve the workflow first where possible. Automating unnecessary steps only makes waste happen faster and harder to inspect.