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This is the discipline your answer opens with: draw the flow before you connect a single app. It makes the case that automating a messy process just gives you a faster mess, and shows how to sketch where data is born and where it needs to land. Do this on a whiteboard first and half your intended automations will turn out to be unnecessary.
Map your business process before automating it
From McCary Group by McCary Group 7 min read
- Automating a broken process only makes the breakage faster
- Sketch where each piece of data starts and where it must end up
- Mapping often reveals steps you can delete instead of automate
