Write the job statement first: when this situation arises, the user wants to achieve this outcome with minimal steps. Score tools against reliability, portability, and total cost. This keeps purchases honest, avoids trendy lock-in, and ensures the stack serves work rather than forcing work to serve software.
Trigger automations off explicit states, not vague triggers. Log every run with inputs, outputs, and owner. Add manual reviews for actions that touch money or customers. Guardrails transform automation from risky magic into dependable assistance that scales workload without multiplying mistakes, confusion, or unexpected behavior during critical moments.
Build living docs inside the same tools people already use. Add annotated screenshots, short loom-style videos, and checklists with links. Keep pages lightweight, searchable, and versioned. Documentation becomes a silent teammate that shortens onboarding, preserves expertise, and keeps standards stable even as people rotate, travel, or change roles.
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