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386 resources

Cheat sheet · Beginner · 5 min
Assistant integration patterns cheat sheet
The recurring patterns for putting a model into a workflow, and when each fits. 4 sections, 16 entries.
- Patterns
- Guardrails
- Metrics
Entries 16Any assistant
Checklist · Beginner · 10 min
AI automation go-live checklist
What must be true before an assistant-driven automation runs on real work.
- Assistant automations fail quietly and confidently. This list makes the failure visible before it costs anything.
- ☐ The step the assistant performs is a transformation, not a decision or side effect
- ☐ Inputs are redacted of personal data
Items 10Any assistant
Guide · Beginner · 8 min
Prompt maintenance
How to keep a library of production prompts working as models, inputs and policies change.
- A prompt that worked in March drifts by June: the model updated, the inputs changed shape, a policy sentence was reworded. This guide is the maintenance routine that keeps a prompt library trustworthy.
- Version prompts like code
- Keep a fixed test set
Any assistant
Guide · Beginner · 10 min
Where assistants belong in a business process
A way to decide which steps of a process an assistant should draft, which it should decide, and which it should never touch.
- Assistants are good at drafting and sorting and poor at deciding and promising. This guide gives a rule for placing them in a process so the speed is real and the risk is contained.
- Three kinds of steps
- The review that makes it safe
Any assistant
Playbook · Beginner · 2h
Sales research assistant rollout: playbook
Give a sales team an assistant workflow for prospect research and first emails, with the guardrails that keep it honest.
- Every first email built on a sourced observation, with research time halved.
- Step 1: Write the research prompt
- Step 2: Set the source rule
Steps 5Deliverables 3Any assistant
Checklist · Beginner · 10 min
Process handover checklist
What must exist before a process can be handed to someone new or to an automation.
- A process that lives in one head is not a process. This is the minimum written form.
- ☐ Purpose in one sentence
- ☐ Trigger and frequency
Items 10Any assistant
Code recipe · Beginner · 15 min
Generate documents from a CSV and a template
Fill a text template for every row of a CSV and write one file per row.
- Letters or statements that differ only in a few fields should be generated, not edited; a template with placeholders and a CSV is enough.
Language JavaScriptAny assistant
AI tool guide · Beginner · 20 min
Airtable Automations for business process automation
Automate around records in Airtable: triggers on record changes, scheduled runs and scripts.
- Airtable automations fire on record events or schedules and run actions including scripts, which makes it a good home for process trackers where the data and the automation live in one place.
- Workflow: Status-driven notifications
- Workflow: Scheduled review list
Any assistant
Automation recipe · Beginner · 45 min
Contract renewal reminders: automation recipe
Build contract renewal reminders as a Make automation: remind owners ninety, sixty and thirty days before a contract renews, with the notice period and cost.
- Trigger: Schedule: daily 08:00.
- 1. Google Sheets
- 2. Code
Platform MakeActions 4Any assistantMake
Workflow · Beginner · 1h
Document generation from records workflow
Generate contracts, letters and statements from records so the wording is consistent and the numbers are never retyped.
- When: Any document produced more than ten times a month.
- 1. Mark the variables in the example
- 2. Map each variable to a field
Steps 4Tools A template, A document generator, The source recordsAny assistant
Checklist · Beginner · 10 min
Scheduled job safety checklist
What a nightly job needs before it is allowed to run unattended.
- A job that misfires at night can destroy data by morning. These items prevent that.
- ☐ Dry run by default; --write to act
- ☐ Idempotent: running twice is safe
Items 10Claude CodeAny assistant
Code recipe · Beginner · 15 min
Release check script with evidence table
Run the release checks and print a table of results with the last line of each command as evidence.
- A release checklist in a wiki is rarely run in full; a script that runs each check and prints evidence is.
Language JavaScriptClaude CodeAny assistant
AI tool guide · Beginner · 20 min
GitHub Actions for developer automation
Automate checks, deploys and scheduled jobs next to the code.
- GitHub Actions runs workflows on repository events and schedules, with a marketplace of actions and hosted runners; it is the default place for CI, release automation and nightly jobs when the code lives on GitHub.
- Workflow: CI on every push
- Workflow: Nightly job
Claude CodeAny assistant
Automation recipe · Beginner · 45 min
Stale branch cleanup: automation recipe
Build stale branch cleanup as a GitHub Actions automation: list merged or abandoned branches weekly and delete those over ninety days old after a warning.
- Trigger: Schedule: Monday 03:00 UTC.
- 1. Script
- 2. Filter
Platform GitHub ActionsActions 4Claude CodeAny assistant
Checklist · Beginner · 10 min
No-code scenario review checklist
A review list for scenarios built by someone else, or by you last quarter.
- Scenarios rot. This list finds the rot before it finds a customer.
- ☐ Every module is named by what it does
- ☐ The trigger's polling interval is deliberate
Items 10MakeZapier
Code recipe · Beginner · 15 min
Code step: normalise a record before an upsert
A small code step that cleans names, emails and dates so downstream modules can rely on the shape.
- Records arriving from forms and imports carry stray spaces, mixed case and inconsistent dates; normalise once in a code step.
Language JavaScriptMakeZapier
AI tool guide · Beginner · 20 min
Make for no-code automation
Use Make's visual scenarios for branching automations with routers, iterators and error handlers.
- Make builds automations as visual scenarios of modules with routers for branching, iterators for lists and explicit error handling per module; it suits processes with real logic and is priced on operations, so loops need care.
- Workflow: Branching with a router
- Workflow: Processing a list
MakeZapier
Automation recipe · Beginner · 45 min
Slack digest of form responses: automation recipe
Build slack digest of form responses as a Zapier automation: collect form responses through the day and post one digest at 17:00 instead of a message per response.
- Trigger: Schedule: weekdays 17:00.
- 1. Google Sheets
- 2. Formatter
Platform ZapierActions 4MakeZapier
Automation recipe · Beginner · 45 min
Onboarding sequence from a signup: automation recipe
Build onboarding sequence from a signup as a Make automation: when someone signs up, create their records, send the welcome and schedule the check-in, without duplicates.
- Trigger: Webhook on new signup.
- 1. Webhook
- 2. CRM
Platform MakeActions 4MakeZapier
Workflow · Beginner · 1h
Build a scenario in small tested steps workflow
Build a multi-step scenario one module at a time, testing each with real data before adding the next.
- When: Any scenario with more than three modules.
- 1. Trigger only
- 2. Add one module, run, inspect
Steps 4Tools Make or similarMakeZapier
Workflow · Beginner · 30 min
Choose the platform for a process workflow
Pick between Zapier, Make and n8n for a given process on the basis of branching, volume and who maintains it.
- When: A new process needs automating and no platform is mandated.
- 1. Score complexity
- 2. Estimate cost at volume
Steps 4Tools A comparison sheetMakeZapier
Tool · Beginner · 3 min
Cron expression explainer
Read a cron schedule in plain English before you deploy it.
- Explains a five-field cron expression and lists the next runs in UTC.
ZapierMake
Checklist · Beginner · 10 min
Automation go-live checklist
What to verify before an automation runs unattended.
- Automations that work in a test run fail on the first unexpected input. This list is the unexpected input.
- ☐ Tested with a missing field
- ☐ Tested with a duplicate trigger
Items 10ZapierMake
AI tool guide · Beginner · 20 min
Zapier for workflow automation
Build reliable multi-step zaps with paths, filters and error handling.
- Zapier connects thousands of apps with triggers and actions and adds paths, filters, formatters and a code step; it is the fastest way to automate between SaaS tools and the easiest to make fragile if every zap is a straight line.
- Workflow: Straight line with a filter
- Workflow: Branching with paths
ZapierMake

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