Start with a business workflow
Choose the job you want to improve. These six guides follow the whole handoff, from the first request to the final check. Each has six worked examples, setup notes and recovery steps.
Sales workflow automation
Lead follow-up automation: from form to CRM to a named owner
Build a lead handoff with six worked examples using Zapier, HubSpot and Trello. Check capture, routing, reminders, replies and recovery.
Read the workflow guideClient delivery automation
Client onboarding automation: build the project after approval
Six worked examples connect approved client intake to project tasks, folders, dates and recovery using Make, Airtable, Asana and Google Drive.
Read the workflow guideDocument processing
Invoice processing automation with Power Automate: extraction and review
Build an invoice review queue with Power Automate and AI Builder. Six examples cover totals, currency, missing fields, duplicates and mixed PDFs.
Read the workflow guideSupport operations
Support ticket routing automation: triage, assignment and escalation
Build support ticket routing in Zendesk with six worked examples. Handle unclear requests, late AI classification, human ownership and aging queues.
Read the workflow guideMeeting follow-up automation
Turn meeting notes into tasks: owners, dates and review
Build a meeting notes to tasks workflow with Zapier and Asana. Six examples cover clear actions, missing owners, dates, duplicates, revisions and failed writes.
Read the workflow guideApprovals and reminders
Approval workflow reminders: pending, late and changed requests
Plan Power Automate approvals and reminders with six examples. Handle rejection, expiry, changed versions, repeated responses and multiple reviewers.
Read the workflow guideAlready focused on a recurring report? Use the weekly reporting guide and free Excel example.
Choose an approach before choosing a tool
If you are starting from scratch, describe the event that starts the work, the information needed and what should happen at the end. A fixed set of rules may be enough. AI can help with reading or drafting text; an agent is worth considering when the next useful action depends on what it finds.
Choosing an automation tool
Zapier, Make, n8n or Power Automate: which fits your work?
Compare Zapier, Make, n8n and Power Automate through six business examples. Check app fit, costs, ownership, failures and the work each option adds.
Read the guidePlanning an AI automation
AI agent or workflow? Six examples to help you choose
Choose between fixed workflows, AI steps and agents with six worked examples, tool limits, missing-result checks and an acceptance scorecard.
Read the guideFix duplicates, lists and webhooks
These guides focus on problems that can make a useful automation unreliable. Each includes six worked examples, the expected result and checks for what can go wrong.
Make data handling
Make bundles and arrays: six worked examples
Follow six Make examples with inputs, expected outputs and module counts. Split arrays, group records, handle empty results and build one text summary.
Read the guideZapier troubleshooting
Zapier creating duplicate records? Check IDs, searches and retries
Six worked examples show why Zapier creates duplicates. Trace trigger IDs, searches, timeouts, simultaneous runs, update loops and repeated notifications.
Read the guiden8n troubleshooting
n8n webhook not working? Check the URL, method and response
Fix n8n webhook problems with six examples, a symptom checklist, payload checks, clear responses and a PostgreSQL pattern for repeated delivery.
Read the guideTry AI with a clear review step
AI workflows with human review
AI email triage with human review: six worked examples
Build a clearer email review process with six examples covering extraction, missing facts, status checks, prompt injection, changed approvals and duplicate messages.
Read the guideThese are proposed designs using made-up data, not connected demonstrations or client results. The guide explains how to keep a person in control of the actual message that gets sent.
Power Apps, Power Automate and reporting
The Power Platform collection covers app formulas, Microsoft data sources and recurring reports. It remains useful if your team already works in Microsoft 365.
Power Apps · Defaults and forms
Power Apps defaults and Reset: five worked examples
Set dropdown defaults, clear text inputs, match combo box records and reset forms. Follow five examples with made-up data and expected results.
See the examplesPower Automate guide
Power Automate dates and time zones: 5 worked examples
Fix wrong dates in Power Automate with five examples covering local yesterday, UTC conversion, date-only values, daylight saving and daily report boundaries.
See the examplesPower Automate guide
Fix Power Automate Parse JSON errors: 5 worked examples
Fix Parse JSON errors with five examples covering objects, arrays, optional fields, nulls, numbers and IDs that start with zero.
See the examplesPower Automate / SharePoint / Get items
Power Automate Get items: filter queries and missing rows
Find the SharePoint rows you need with five examples. Try text, number and date filters, then check whether any records are missing.
See the examplesPower Automate / Arrays
Need one summary instead of one email per row?
Use Select and Join to make a readable summary. Check what happens when Get items returns zero, one or many results.
Read the array-to-string guidePower Apps / Saving data
Patch says there is a network error?
Try a small update to check the connection, permissions, selected record and field types.
Troubleshoot Patch errorsPower Apps
Missing SharePoint records?
Check delegation, search by the start of a title and test records beyond the small sample loaded by the app.
Read the delegation guidePower Automate
Which SharePoint edits should start work?
Choose which edits should start a flow, check which columns changed and plan for possible repeat runs.
Read the trigger guidePower Automate
What happens when the report flow fails?
Group your flow steps in scopes, make failures easy to find and check what finished before you retry.
Read the error-handling guideExcel / Reporting
Build a weekly report people can check
Try the free workbook with made-up data. Agree the report date, when work counts as overdue and how to show missing information.
Open the guide and Excel templatePower Apps / Planning
Excel, SharePoint or Dataverse?
Compare how each option handles shared updates, linked records, permissions and day-to-day use.
Compare the data sourcesWorkflow planning
Is this process ready to automate?
Decide what to automate, who owns it, what could go wrong and how you will check that it works.
Use the planning checklistWhat you can expect from these guides
The technical guides link to vendor documentation and use original examples with made-up data. Expected outputs are there to help you test your version; they are not proof that a workflow has run in your account. Check current product features, plan limits, permissions and costs before building.
No registration or email is required to read the guides. If you want help applying an example, use workflow automation consulting for app integrations or AI automation consulting for a scoped pilot.
Need help with this in your business?
Tell Felipe which tools you use, what keeps going wrong and what you want to improve. We can use a free 20-minute call to discuss a useful first project.
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