Workflow Automation

Workflow automation means connecting your tools (CRM, email, database, APIs) so that actions in one system automatically trigger actions in another—like creating a Slack alert when a high-value lead signs up, or updating Salesforce when a Stripe payment succeeds.

The core components are: event sources (webhooks, polling, database triggers), workflow logic (if-then rules, branching, loops), integrations with third-party APIs, and error handling (retries, alerts, dead-letter queues). Most workflows also need data transformation, rate limiting, and logging.

Common failure modes: workflows that fail silently, race conditions when multiple events fire simultaneously, API rate limits, and hard-coded logic that breaks when systems change. We focus on reliability, observability, and designing workflows that degrade gracefully when dependencies fail.