The playbook / Automation
Make a repeatable workflow before you automate it.
Automation works best when every step has a clear input, a useful output, and a person responsible for checking the result. Start small and improve the process before adding more tools.
A simple publishing loop
Use this as a model for articles, product guides, newsletters, or other useful resources.
1. CaptureCollect questions, source links, and ideas in one place. Tag each idea by audience and purpose.
2. DraftGenerate an outline or first pass from approved source material. Keep links to the original evidence.
3. ReviewCheck facts, tone, permissions, and links. A human should approve anything that will be published.
4. Publish & learnRelease the finished work, observe useful signals, and update it when the audience or facts change.
Automate the handoffs. Keep judgment in the loop.
Good first automations include reminders, formatting, and moving approved content between tools. Review public claims, spending, and customer messages before they go out.
Connect the workflow to an income idea →