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START HERE · LESSON 9 OF 10 · 20 MIN

Plan your first automation

Automations fail when nobody planned for bad input. Planning on paper first is what professionals do, and it costs nothing.

Do it now

  1. Pick a task you repeat every week.
  2. Write the trigger: “When … happens”.
  3. List each step and mark where AI helps.
  4. Add a human check before anything is sent or paid.
  5. Write what happens when the input is wrong or missing.

Open the AI Workflow Builder →

Check yourself

Answer in your head first, then open each one.

Why add a human check?

AI makes mistakes; a person approves anything that affects money, customers or reputation.

What is a failure plan?

What the automation does when input is missing, wrong or the service is down.

Tip

Start with automations that save 10 minutes a day and cannot embarrass you if they fail.