Define the outcome
Start with the result the workflow should create and the conditions that must be true before it runs.
Break work into visible steps
Separate inputs, provider or tool actions, review points, outputs, and handoff steps.
Keep approval where risk exists
Do not automate destructive, financial, publishing, or external-account actions without an appropriate confirmation point.
Test with sample data
Run the workflow on a safe project before relying on it for customer or production work.
Review and improve
Measure where the workflow slows down, fails, or produces unclear outputs, then update the steps.
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