Module 88: Workflow Automation
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
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Workflow automation connects steps across apps without someone doing each one by hand: "When a new enquiry arrives, classify it, create a CRM record, and notify the right person."
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Every workflow starts with a trigger:
- event (webhook): another system calls your workflow's URL when something happens: a form submitted, a payment received, a GitHub push (Module 76's signature checks apply);
- schedule: at set times ("every weekday at 9 am", written in cron syntax like
0 9 * * 1-5); - polling: check a source regularly for new items (a mailbox, a spreadsheet, an RSS feed) when it can't send events;
- manual: a person clicks "run" (useful for one-off jobs and testing);
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app events: changes in your own database (a new row, a status change), often sent as webhooks by your backend.
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Choose events over polling where possible: faster and cheaper.
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Triggers can fire twice (retries, duplicate webhooks). Design workflows to be idempotent: running twice with the same input gives the same result (check "already processed?" with an event ID, Module 76).
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Not everything should be automated. Automate tasks that are frequent, repetitive, rule-based and low-risk, or where AI drafts and a person decides.
🖱️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.
