# kauai.si — Automation Blueprint

## Start with one workflow
What repeats every week? Who does it? How often? How many minutes does it take? What happens if it is missed?

## Map your lead journey
1. Trigger: a form, phone inquiry, booking, or purchase.
2. Input: the minimum data needed, such as name and email.
3. Record: your customer system or spreadsheet.
4. Action: acknowledge receipt, assign a task, or prepare a draft.
5. Human review: who approves sensitive or unusual responses?
6. End state: booking, qualified lead, resolved request, or completed delivery.

## Workflow specification
- Trigger:
- Source app:
- Destination app:
- Required fields:
- Deduplication rule:
- Consent requirements:
- Human approval step:
- Failure notification recipient:
- Retry rule:
- Monthly tool budget:
- Owner:

## Prioritize
Estimate monthly time saved = runs per month × minutes saved per run / 60. Choose a frequent, low-risk workflow first. Include setup, maintenance, and subscription costs in your decision.

## Before launch
- Test with invented data.
- Check duplicate submissions and missing fields.
- Confirm time zones and delivery windows.
- Use the least access required and keep credentials out of spreadsheets.
- Define what happens during an outage.
- Confirm messaging permission before automated email or SMS.
- Document how to pause the workflow.

## AI planning prompt
Help map this workflow: [description]. Our apps are [apps]. Ask about missing inputs. Propose a trigger, actions, approval step, deduplication rule, failure handling, and test cases. Do not claim an integration exists without checking its documentation. Do not execute any external actions.

License: You may adapt this resource for your own business. Do not resell or redistribute the unmodified resource. © kauai.si.