Strategizing your first workflow

So far in this book, we have worked through how to simplify your processes, establish what can be automated, and assess how your business apps integrate with Zapier. You are now suitably prepared to start planning your first workflow.

The following steps are required to strategize your workflows:

1. Reviewing your process and app information
2. Creating a step-by-step workflow plan

Let’s take a look at each of these.

Reviewing your process and app information

From your list of processes, choose one of your five top-priority processes that satisfy the following criteria:

• The process can be automated partly or fully
• One or more apps associated with the process integrate with Zapier
• You have made a list of triggers, actions, and searches for each of your apps

Now, let’s explore how to create a workflow plan.

Creating a step-by-step workflow plan

From your chosen process, select one of the...