Module 88: Workflow Automation

Lesson 1 of 5 · 15–25 minutes

Triggers

🏠The everyday picture

A doorbell starts something: someone answers the door. An alarm clock starts something at a set time. A sensor light switches on when someone walks past. Every automation starts with a trigger.

📘What it really is

🖱️Try it

List ten repeated tasks in your CRM business. For each, write the trigger (event, schedule, polling, manual), how often it happens, the time it takes by hand, and the risk if automation gets it wrong. Pick three to automate in this module.

✅Quick check

Why prefer event triggers over polling?

Show the answer

They react immediately and don't waste requests checking when nothing has changed.

What does idempotent mean for a workflow?

Show the answer

Running it more than once with the same input has the same effect as running it once.

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