Put it into practice
- 01
Choose a stable, repeated task. Define its trigger, inputs, expected outcome and error handling.
- 02
Compare Make, Zapier or n8n based on your apps and skills. Test duplicates, missing data and failures before enabling the workflow.
- 03
Enable available account protections, limit permissions and prepare backups and a manual fallback. Regularly review subscriptions and usage.
A practical example
A form enquiry creates a tracking record. If the workflow fails, someone is alerted and can handle the enquiry manually.
Avoid at this stage
Automating a process that changes every day or sharing one password among several people.