Featured guide
Choosing between Make, n8n and Zapier
A neutral way to compare the three common automation platforms on hosting, logic, cost model and ownership.
Guide
Your first business automation: a checklist
A step-by-step checklist for picking, building and testing a first automation safely.
Guide
Avoiding duplicate records in automated workflows
Why automations create duplicates, and the search-before-create, idempotency and unique key patterns that prevent them.
Guide
Webhooks explained for business automations
What a webhook is, how automation platforms receive them, and how to secure and test them.
Guide
Keeping automations healthy after launch
Ownership, monitoring, credential hygiene and change control for automations that the business depends on.
Guide
Choosing between Make, n8n and Zapier
A neutral way to compare the three common automation platforms on hosting, logic, cost model and ownership.
Guide
Your first business automation: a checklist
A step-by-step checklist for picking, building and testing a first automation safely.
Guide
Avoiding duplicate records in automated workflows
Why automations create duplicates, and the search-before-create, idempotency and unique key patterns that prevent them.
Recipe 01
Recipe: form submissions to CRM without duplicate contacts
An illustrative design for sending website form entries into a CRM while searching first, so repeat submissions update instead of duplicate.
Recipe 02
Recipe: assign new leads to an owner and schedule a follow-up
An illustrative design for routing each new lead to one owner, creating a dated follow-up task and notifying that person.
Recipe 03
Recipe: turn an incoming request into a task and acknowledge it
An illustrative design for converting a service request into a tracked task and sending the requester a confirmation.
- Solution
Lead follow-up automation for small teams
How to design lead intake, deduplication, ownership and follow-up so no inquiry is lost, with tool options and trade-offs.
- Solution
Admin workflows: from incoming request to tracked task
A practical design for routine admin work: collecting requests in one place, creating tasks, acknowledging requesters and keeping status visible.
- Solution
CRM integration: moving customer data out of spreadsheets
When a shared customer spreadsheet stops being enough, how to move it into a CRM, and how to connect forms and tools without breaking existing automations.
10
source-checked tool profiles
- MakeWhat Make is good at, how scenarios and operations work, where it fits for small teams, and the limits to plan for.
- n8nHow n8n works, the hosting choice it forces, its license terms, and when it is a better fit than a fully hosted tool.
- ZapierWhat Zapier does well, how Zaps are structured, and what to check before relying on it for business-critical steps.
- HubSpotHow HubSpot fits as the CRM in an automation stack, what its workflows and APIs cover, and how duplicates are handled.
- AirtableWhen Airtable is the right home for operational data, how its automations and API work, and the scale limits to watch.
- Google Sheets as an automation data storeWhy many first automations start in Google Sheets, how the Sheets API is used, and when to move to a real database.
- CalendlyHow Calendly fits into a booking flow, what its workflows and API cover, and what to check before automating around it.
- NotionUsing Notion databases as a lightweight operations hub, what database automations do, and API limits to respect.
- SlackHow automations post into Slack, what Workflow Builder covers, and how to avoid noisy channels.
- monday.comHow monday.com boards and automation recipes work, how the API is used, and what to check about action limits.
Start here
Not sure where to start with automation? Tell us about your project
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