09
Automation
Repeatable work moved into reliable steps: notifications, handoffs, imports, and follow-ups.
Automation is for work that happens the same way every time and is easy to forget. Form submissions, status changes, reminders, and file imports can run as clear steps with a log. Each automation has an owner and a way to see when it failed.
What you leave with
- A written list of the trigger and the result
- Mail or task creation at the right moment
- A log so failures are visible
- Manual override when a person should decide