Task-to-automate sheet
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Task-to-automate sheet
To be filled in before setting up an automation. One sheet per task. Nothing sensitive in it.
The task: ______________________ Date: ____ / ____ / ________
1. The recipe
| Part | My answer |
|---|---|
| Trigger: when? | |
| Inputs: what does it need? | |
| Result: what should it produce? | |
| Check: who checks, and how? |
2. The risk
- Color: ☐ green (reads and prepares) ☐ orange (changes my files, or prepares an action that I approve) ☐ red (sends, publishes, pays, deletes)
- Frequency: ☐ every day ☐ every week ☐ every month ☐ more rarely
- What happens if it gets it wrong: ______________________
3. The tool (lesson 2)
- The simplest solution that is enough: ☐ reusable request ☐ skill ☐ scheduled task ☐ connector ☐ other: ______
- Why: ______________________
4. Stopping it (lesson 6)
- How to stop it right away: ______________________
- How to delete it: ______________________
- Review date (is it still useful?): ____ / ____ / ________