Sketch the exact sequence from idea to income, including handoffs, approvals, and files. Identify the points where you wait for replies, retype data, or forget follow-ups. These friction points become automation opportunities that reduce context switching and protect your energy.
Choose triggers that happen naturally in your day, like a new form submission, calendar booking, or payment. Pair them with actions that close loops without drama, such as creating tasks, updating CRM fields, or sending confirmations. Make momentum your default.
Assume things will occasionally fail: an API times out, a field changes, or a file is missing. Add retries, filters, and alerts. Use paths and routers to quarantine risky inputs. Keep a manual fallback so clients never feel friction.
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