Automation for clients

Stage 1 · Lesson 1 of 8

Triggers, actions and what to automate

How automation works

Every automation has the same shape. First comes a : something happened, such as a form being submitted, an email arriving or a set time being reached. Then come one or more : the jobs the automation does in response.

Examples are creating a contact in the CRM (the app a business uses to track its customers), sending a message or adding a row to a sheet. Triggers come in two kinds. An is pushed to you by the app the moment the event happens.

A trigger means your tool checks every few minutes for anything new. Good tasks to automate happen often, follow clear rules, are boring and go wrong when people do them by hand.

Common trapautomating a messy process as it is: if the steps are unclear on paper, the workflow will be unclear too, and it will fail in ways nobody can explain.

A question to check yourself, an AI practice session and 2 cheat sheet entries come with the full roadmap. Unlock

Resources for this stage

Start with· follow one of these

  • GuideFree
    MDN: HTTP

    Mozilla · Beginner

    Read the overview, methods, status codes and headers pages: the HTTP every automation tool sits on

  • GuideFree
    JavaScript.info

    Ilya Kantor

    The JSON methods and objects chapters teach you to read and reshape the data each step passes on

Practise

  • Call real APIs by hand, see status codes and headers, before you build anything around them

  • Get a throwaway URL and see exactly what an app sends in a webhook

Keep handy

  • A map of API concepts, from REST and auth to rate limiting, to check what you have not met yet

  • Clear chapters on OAuth flows and scopes for when "Connect your account" stops being magic

Also worth your time

Mark this stage as not done?