What this template solves
Most automation projects fail before the first node is built because the request is too vague. This template turns an idea like "automate lead handling" into a clear workflow spec with inputs, systems, expected outputs, and failure paths.
Use it before you build or buy
| Section | Purpose |
|---|---|
| Business job | Defines the trigger, action, and outcome in one sentence. |
| Inputs | Lists required fields, optional fields, sources, and examples. |
| Credentials | Documents connected systems, permissions, and owners. |
| Workflow steps | Breaks the process into testable actions. |
| Failure paths | Defines what happens when data or APIs fail. |
| Test cases | Gives the builder a minimum acceptance test set. |
Best-fit use cases
Use this spec for n8n workflows, Zapier builds, Make scenarios, Shopify operations, lead routing, invoice handling, support triage, AI content operations, and reporting automations.
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