Grab a pen and outline each action as a sentence: when this happens, do that, then wait here, finally notify me. This humble sketch uncovers missing data, circular loops, and hidden approvals before you touch any tool, saving hours and future debugging headaches.
Match tool strengths to realities: Zapier for breadth and speed, Make for visual branching, n8n for self-hosting, Airtable for structured ops, Notion for docs. Consider rate limits, data residency, costs at scale, and who will maintain things when you’re heads-down shipping features.
Set idempotency keys, capture payloads, and retry with exponential backoff. On third failure, notify a human and move the item to a review table. Write plain-English error messages so future you understands quickly, even after shipping three releases and forgetting context.
Store secrets in the platform vault, restrict scopes, and audit connections quarterly. Avoid collecting unnecessary PII, and document processors for GDPR. If you work with healthcare or education, confirm allowed data before building. Privacy by default keeps trust, and trust compounds like revenue.
Record a two-minute loom, include a one-page runbook, and add a checklist for handoffs. Version changes inside Notion with dates and owners. When onboarding a collaborator, they can fix issues confidently, and you can step away without fearing mysterious, brittle automations.