Start with the result. Then choose the simplest setup that can deliver it reliably, at a cost you understand.
Write down the input, expected result and how often the work happens.
An existing platform may already have the feature you need.
Make one small workflow work before expanding your stack.
The links below currently lead to the providers’ official websites. Read how recommendations work.
A candidate for resource delivery, welcome emails and an ongoing relationship with your audience.
A test subscriber receives the resource you promised.
Consider the features you actually need, the current plan limits and the cost as your audience grows.
A candidate when one event needs to move information between the tools in your business.
One event produces the expected action and a useful status record.
Map the process first. Check whether a native feature already handles the job.
A candidate for delivering requested information through a supported Instagram messaging flow.
A requested resource reaches the person through a tested message flow.
Check current messaging rules, supported interactions and a clear route to a person.
A candidate when your offer needs structured lessons and a dedicated learning experience.
A test learner can access the lesson or resource they were promised.
Choose this when course delivery is the job. A simple recommendation guide may need much less.
An alternative to evaluate when the workflow requires more control over its logic and connections.
A defined trigger runs a predictable process with visible results.
Account for hosting, credentials, monitoring and maintenance in your decision.
A hosted website-builder candidate for a clear offer, resource page and next action.
A visitor understands the promise and reaches the intended destination on a phone.
Compare editing needs, ownership, accessibility, recurring costs and export requirements. Our own site uses a coded Astro route.
A scheduling candidate for a genuine appointment-based offer.
A test appointment uses the right availability and time zone, with working cancellation and rescheduling.
Check calendar integrations, reminders, payment needs and plan limits. Record attendance separately from bookings.
A commerce candidate when customers need to browse and buy from a product catalogue.
A test customer can evaluate an item, complete checkout and receive the promised next step.
A single digital resource may need a product page and checkout. Include delivery apps, fees and support in the total cost.
A hosted-checkout candidate for an offer that needs a payment destination.
A test payment is confirmed and the purchased item or access is delivered.
Payment confirmation and fulfilment are separate responsibilities. Test delivery, refunds and failed payments.
A website-analytics candidate for visits and explicitly configured event goals.
A controlled visit and resource click appear under the expected definitions.
Configure goals before collecting the baseline. Use provider reports to confirm subscriptions, bookings, payments and commissions.
Chapter five walks through the choice between a platform’s native features, an integration tool and custom code. The outcome is one defined process that works and can be maintained.
Read the automation guide