Step 1: Map the trigger
Choose one event such as a form submission, CRM update, or new support ticket.
Step 2: Build the scenario
Connect the source app, filter the payload, and route only the cases you actually want to automate.
Step 3: Add AI carefully
Use AI for summarization, tagging, or drafting, but keep approvals for customer-facing actions.
Step 4: Test failure paths
Run edge cases so the workflow does not silently break when fields or formats change.