If this, then that - and the 7-step process for automating any workflow
Before the tool: write the workflow down, find the decision points, name the bottleneck.
Every automation is a trigger and actions (an Amazon order -> confirmation email). Ritesh's PROCEDURE for any workflow: (1) capture it in writing; (2) map where information originates and must go (form -> sheet -> email -> Slack/CRM); (3) identify decision points ('automation consulting' vs 'web app' branches); (4) pinpoint the manual pain (sending emails, sales not knowing a lead came in, CRM re-keying); (5) define triggers and actions explicitly; (6) pick the platform that has the integrations; (7) implement, test, monitor, optimise - weekly at first, then monthly. Cross-platform chains are possible over webhooks but add cost.
A tool-independent checklist that outlives Make, Zapier and n8n.





