Your first business automation: a checklist
A step-by-step checklist for picking, building and testing a first automation safely.
Guide by the Otomatzia editorial team · checked against official sources on
Pick the right first process
Choose something frequent, rule-based and low risk if it fails, such as logging form entries or creating tasks. Avoid payments or customer messaging as a first project.
Build it
- Write the process as numbered steps
- Use a test copy of every app or a test record set
- Name the automation and each step clearly
- Store credentials in the platform connection settings, never in text fields
Test it
- Normal case
- Duplicate trigger
- Missing field
- Expired credential
- Someone other than the builder can find and read the run history
Sources to check next
Vendor features and prices change. Confirm details on the linked official pages before you rely on them.
What to read next
- Choosing between Make, n8n and Zapier
- Keeping automations healthy after launch
- Recipe: turn an incoming request into a task and acknowledge it