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Lære Structuring Automations | Building and Scaling Automations
Workflow Automation With Zapier

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Note
Definition

Planning means thinking through an automation before building it, the goal, inputs, logic, outputs, and edge cases. Ten minutes of planning saves hours of fixing later.

Why Skipping Planning Hurts

Without a plan, you constantly restructure, miss data, break logic with new paths, and end up with a messy Zap that's hard to understand and maintain.

  • Define the goal in one clear sentence;
  • Identify inputs (trigger and available data);
  • Identify outputs (where data goes and who’s notified);
  • Map the logic (conditions, paths, transformations, AI);
  • Consider edge cases (empty fields, duplicates, API failures).

Visual Planning

Use any tool that helps you see the full flow: Miro, Whimsical, Lucidchart, paper, or a simple text outline. The tool doesn’t matter, the habit does.

When Planning Is Optional vs Essential

  • Optional: very small, linear Zaps or quick experiments.
  • Essential: 10+ steps, paths, APIs, transformations, client or business-critical workflows.

Rule of thumb: if you can’t hold the whole Zap in your head, plan it.

Plans aren’t perfect. Expect ~80% accuracy. That’s still a huge win because the structure is solid and problems are easier to solve.

Note
Note

Plan first. Build second. Planning makes automation faster, cleaner, and far less frustrating.

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Why is planning your automation before building it so important

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Seksjon 5. Kapittel 3

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Seksjon 5. Kapittel 3
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