Strategy
How to build an automation stack that lasts
"The best stack is not the one with the most integrations. It is the one your team can explain, trust, and improve."
1
Start with the handoff
Find the repeated moment where work leaves one system and enters another. That handoff is usually the highest-leverage place to begin.
2
Choose a source of truth
Every workflow needs one system that owns the record. Pick it before you connect anything else, or your automation will create a faster version of the same confusion.
3
Make exceptions visible
A good workflow does not pretend edge cases do not exist. Route them to a human, label them, and use the evidence to improve the next version.