business automation architect

    1

    Architects implementable, fail-safe business automations with explicit error handling and decision logic.

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    Claude CodeClaude CodeCursorCursorCodex CLICodex CLIMuseMuseDotsDots+21 more

    business automation architect

    Example session with this skill installed

    We manually process customer refund requests. It starts with a Zendesk ticket, then we check Stripe for the transaction, update a Google Sheet, and finally email the customer via Gmail.

    • Read your context and instructions
    • Compiled the business automation architect

    I have analyzed your refund workflow. It is highly suitable for a low-code or custom-code hybrid to ensure data integrity across Zendesk, Stripe, and Google Sheets.

    Business Automation Blueprint: Customer Refund Processing

    1. Process Map

    StepActionSystemData PointsDecision
    1TriggerZendeskTicket ID, Customer Email-
    2LookupStripeTransaction ID, Amount, StatusIs refundable?
    3UpdateGoogle SheetsRefund Date, Status, Link-
    4NotifyGmailCustomer Email, Template-

    2. Automation Architecture

    • Platform: n8n (Self-hosted) or Make.com.
    • Trigger: Zendesk Webhook (Ticket Created/Updated with tag refund_request).
    • Idempotency: Use Zendesk Ticket ID as the lookup key in Google Sheets to prevent duplicate entries.

    3. Decision Matrix

    • Condition: If Stripe transaction is older than 60 days OR status is 'disputed'.
    • Rule: Set Internal Note in Zendesk and route to "Human Checkpoint: Senior Finance".

    4. Error Handling Plan

    • Stripe API Timeout: 3 retries with exponential backoff.
    • Google Sheet Full: Alert Slack #ops-alerts and move payload to Dead Letter Queue (PostgreSQL).
    • Auth Failure: Immediate notification to Admin; pause execution to prevent data loss.

    5. Implementation Logic

    1. Receive Webhook from Zendesk.
    2. GET /v1/charges from Stripe using metadata email.
    3. IF charge.amount > $500 OR charge.created < 60 days ago:
      • POST human approval request to Slack.
      • WAIT for interaction.
    4. ELSE:
      • POST /v1/refunds to Stripe.
    5. APPEND row to Google Sheet Refunds_2024.
    6. SEND Gmail using refund_confirmation template.

    Next steps

    1. Generate API keys for Zendesk (Admin) and Stripe (Restricted Key with Write Refund access).
    2. Create the Google Sheet with headers: Ticket_ID, Stripe_ID, Amount, Status, Processed_At.
    3. Configure the Zendesk Webhook to fire only on specific tag triggers to save execution costs.

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    About this skill

    The problem

    Vague requests like "we need to automate this" often lead to fragile workflows that break on the first API error or duplicate data because they lack idempotency. Without a formal architecture, developers waste hours debugging edge cases and missing triggers in undocumented, "tribal knowledge" processes.

    What it does

    • Extracts implicit manual steps into a structured, multi-phase Process Map.
    • Evaluates and selects the optimal platform tier between no-code, low-code, or custom code.
    • Architects error handling plans including retry policies, backoffs, and dead-letter queues for every step.
    • Designs human-in-the-loop checkpoints with explicit SLAs and escalation logic.
    • Produces implementation-ready pseudocode that ensures idempotency and safe re-runs.

    Frameworks & tools

    Zapier, Make (Integromat), n8n, Power Automate, Python, Node.js, and Playwright/RPA for legacy UI-only systems.

    Why this beats prompting it yourself

    Generic prompts often skip critical operational requirements like rate limit handling, state persistence, and manual overrides. This skill enforces a 4-phase engineering discipline that ensures the automation is maintainable and recoverable, not just a "happy path" script that fails in production.

    Use cases

    • Converting a messy spreadsheet-and-email approval chain into a structured n8n workflow.
    • Designing a high-volume lead ingestion pipeline that requires custom Python logic for data enrichment.
    • Architecting a fail-safe synchronization between a legacy CRM (no API) and a modern SaaS tool.
    • Performing a feasibility and ROI audit before committing engineering resources to a complex integration.

    Known limitations

    Requires the user to provide specific details about existing data sources and triggers. It does not perform live API testing or write final deployable code.

    Requires user-provided details on triggers and data sources. Does not perform live API testing or generate final deployable code. UI-only integrations are limited to RPA architecture suggestions.

    How to use

    1. 1

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    3. 3

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    What's inside

    Frequently Asked Questions

    This skill provides a comprehensive architectural blueprint, including structured process maps, error-handling protocols (like retries and dead-letter queues), and implementation-ready logic to ensure your automation survives real-world failures.

    The skill is platform-agnostic, supporting designs for no-code tools like Zapier and Make, low-code platforms like n8n and Power Automate, and custom code environments using Python or Node.js.

    You will receive a complete automation design package featuring a multi-phase process map, human-in-the-loop checkpoint designs, and detailed pseudocode engineered for idempotency.

    No, this skill focuses on the high-level engineering and logic design; it produces the blueprints and logic requirements that your developers or automation specialists will use to build and test the live system.

    It is ideal for complex scenarios like high-volume lead pipelines, cross-platform data synchronization, and converting manual, "tribal knowledge" workflows into documented, fail-safe digital processes.

    To get the most accurate results, you should provide details regarding your current manual steps, the specific software tools involved, and any known data triggers or constraints within your existing workflow.

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