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Automation Workflow Design

Design and document automation workflows for n8n, Make, Zapier, and Power Automate. Covers trigger-action chain mapping, conditional branching, error handling, retry logic, and workflow diagrams with platform-specific node references.

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automation-workflow-design/
    • workflow-document-template.md4.0 KB
    • workflow-quality-checklist.md4.7 KB
    • platform-notes.md8.2 KB
  • SKILL.md6.3 KB
SKILL.md
Markdown
1 
2# Automation Workflow Design
3 
4## Before you start
5 
6Gather the following from the user:
7 
81. **What is the trigger?** (Webhook, schedule, database event, form submission, file upload)
92. **What is the desired outcome?** (Record created, notification sent, file transformed, data synced)
103. **Which platform?** (n8n, Make, Zapier, Power Automate, or platform-agnostic)
114. **What systems are involved?** (APIs, databases, SaaS tools, file storage)
125. **What is the expected volume?** (Runs per hour/day, payload sizes)
136. **What happens on failure?** (Retry, alert, fallback, manual queue)
14 
15If the user says "automate this process," push back: "Which trigger starts it, what systems are involved, and what should happen when a step fails?"
16 
17## Workflow mapping procedure
18 
19### Step 1: Define the trigger
20 
21Identify the event that starts the workflow. Document:
22 
23- **Trigger type**: Webhook, polling, cron schedule, event subscription
24- **Payload shape**: Fields available from the trigger (provide a sample JSON)
25- **Frequency**: Expected invocations per time window
26- **Idempotency**: Whether duplicate triggers are possible and how to handle them
27 
28### Step 2: Map the action chain
29 
30For each step after the trigger, document in sequence:
31 
32```
33Step [N]: [Action name]
34 Platform node: [Specific node/module name for the target platform]
35 Input: [Which fields from previous steps]
36 Transform: [Any data mapping or formatting]
37 Output: [Fields produced for downstream steps]
38 Error behavior: [Retry N times / skip / halt workflow]
39```
40 
41Group related steps into logical stages: Intake, Processing, Output, Notification.
42 
43### Step 3: Add conditional branches
44 
45For each decision point:
46 
47- State the condition as a boolean expression using available fields
48- Document the true-path and false-path step sequences
49- Identify whether branches rejoin or terminate independently
50 
51### Step 4: Design error handling
52 
53For every step that calls an external service:
54 
55- **Retry strategy**: Count, backoff interval, max wait
56- **Timeout**: Maximum seconds before treating as failure
57- **Dead letter handling**: Where failed items go (error queue, log table, notification)
58- **Circuit breaker**: If failure rate exceeds threshold, pause workflow and alert
59 
60### Step 5: Draw the workflow diagram
61 
62Produce a text-based diagram showing the flow:
63 
64```
65[Trigger: New form submission]
66 |
67 v
68[Validate payload] --invalid--> [Log error + notify]
69 |valid
70 v
71[Enrich: Fetch customer from CRM]
72 |
73 v
74[Branch: Is enterprise?]
75 |yes |no
76 v v
77[Create Jira ticket] [Add to Mailchimp list]
78 | |
79 v v
80[Notify #sales] [Send welcome email]
81```
82 
83Include error paths as dashed or labeled branches.
84 
85## Platform-specific notes
86 
87**n8n**: Use Error Trigger node for global error handling. Reference nodes by exact name (HTTP Request, IF, Switch, Merge). Use expressions with `{{ $json.field }}` syntax.
88 
89**Make (Integromat)**: Use error handler routes (Break, Resume, Ignore, Rollback). Reference modules by app name + action. Note the 15-minute default scenario timeout.
90 
91**Zapier**: Use Paths for conditional logic. Note that error handling requires Formatter + Filter workarounds or custom code steps. Multi-step zaps have a 30-second per-step timeout.
92 
93**Power Automate**: Use Scope actions for try-catch patterns. Configure run-after settings (succeeded, failed, skipped, timed out) on each action. Use `@outputs('step')['statusCode']` for error inspection.
94 
95## Workflow document template
96 
97```markdown
98# Workflow: [Name]
99 
100## Overview
101- **Trigger**: [Event description]
102- **Platform**: [n8n / Make / Zapier / Power Automate]
103- **Schedule**: [If applicable]
104- **Owner**: [Team or person]
105 
106## Steps
107| # | Action | Node/Module | Input | Output | Error Handling |
108|---|--------|-------------|-------|--------|----------------|
109| 1 | ... | ... | ... | ... | ... |
110 
111## Branches
112| Condition | True path | False path |
113|-----------|-----------|------------|
114 
115## Error handling
116- Global error handler: [Description]
117- Dead letter destination: [Queue / table / channel]
118- Alert channel: [Slack / email / PagerDuty]
119 
120## Volume & limits
121- Expected runs: [N per hour/day]
122- Rate limits: [Per-API limits to respect]
123- Payload size limits: [If applicable]
124```
125 
126## Quality checklist
127 
128Before delivering the workflow design, verify:
129 
130- [ ] Every step has explicit input fields, output fields, and error behavior
131- [ ] Conditional branches document both paths and specify whether they rejoin
132- [ ] Error handling covers retries, timeouts, dead letters, and alerting
133- [ ] The workflow diagram matches the step table exactly
134- [ ] Platform-specific node names and syntax are correct for the target platform
135- [ ] Idempotency is addressed for the trigger and any create/update operations
136- [ ] Volume estimates and rate limits are documented
137 
138## Common mistakes
139 
140- **No error handling on HTTP steps.** Every external call can fail. Skipping retry and timeout config means silent data loss in production.
141- **Ignoring idempotency.** Webhooks can fire twice. Without deduplication (check by ID before create), you get duplicate records.
142- **Hardcoding credentials in workflow steps.** Use the platform's credential store or environment variables. Never embed API keys in node configurations.
143- **Linear-only thinking.** Real workflows branch. If you have zero conditional nodes, you probably have not considered validation failures or edge cases.
144- **Missing the "what if the whole workflow fails" path.** Individual step retries are not enough. Design a global error handler that captures the workflow run ID, failed step, and payload for manual replay.
145- **Not documenting rate limits.** A workflow that runs fine at 10/hour breaks at 1000/hour when a batch import triggers it. State the ceiling.
146 

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