Workflow Planner

Write the hand-offs before connecting the apps.

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Draft the workflow

0 of 10 sections have notes.

Task

What repeated job are you trying to improve?

Trigger

What starts one run? Include the schedule or event.

Input

What data does it need? Where does it come from?

Checks before acting

What must be true? How will you spot a duplicate?

Action

What is the smallest useful thing it should do?

Human review

Which decisions stay with a person? Where does it pause?

Failure and recovery

How does it stop, alert, retry and return to manual work?

Owner

Use a responsible role. Avoid personal contact details.

Tests

Include normal, missing, duplicate, rejected and failed cases.

Success measure

What observation would show the trial is useful?

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Workflow Planner

Draft the workflow

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