Write the trigger and outcome
Describe what starts the workflow, which system supplies the record and what should be different at the end.
Read this step →Automation / a practical field guide
Design automations that can recover
An independent Make workflow planning guide focused on inputs, duplicate events, errors and human approval.
Start with the decisions that matter
Map and validate fields
Record required fields, formats and destination identifiers.
Read this step →Make retries safe
A repeated event should not create a second invoice, message or order.
Read this step →A concrete example
A form submission creates a CRM task. The design stores the form response ID with the task. When a delivery retry repeats the event, the workflow finds the existing task instead of creating another. A missing customer email routes the record to review rather than sending an empty message.
Turn the guide into an action plan
Use the worksheet to record evidence, open questions and the next person responsible. Check only the items you have actually reviewed. Download a text copy or print your working notes.
Open the make worksheet →