Good first workflows
These tend to ship quickly and prove value:
- Lead routing from contact forms to CRM + Slack/email
- Invoice and receipt intake to accounting + Google Drive
- Support ticket enrichment (customer context pulled into the ticket)
- Weekly reporting snapshots to a shared channel
Safety checklist before you go live
Treat automation like product code. Make failure visible and recovery easy.
- Log inputs and outputs for each run
- Add alerting for failures and slowdowns
- Use idempotent writes (avoid double-creating records)
- Add rate limits and backoff where APIs require it
Team rollout
Automation fails when no one owns it. Assign ownership and keep changes controlled.
- One owner per workflow
- Change log for edits and credential updates
- Access control for who can edit production workflows