Progress automation in stages from manual to semi-automated to fully automated
Start with manual processes to learn patterns, then add tools to accelerate manual work (like Google Forms), then automate via webhooks once you understand the workflow. This staged approach validates the process works before committing to complex automation.
When to use
When building feedback loops, data collection systems, or any workflow you want to eventually automate. Particularly important when you're unsure if the workflow will actually provide value.
Don't do this
Building complex automation upfront before understanding if the workflow is even useful. Wasting time on CRM webhooks and API integrations for processes that don't matter.
1 Founder Who Did This
Started with manual spreadsheet updates to track lead outcomes. Added Google Forms for faster collection. Only after validating the feedback was useful, automated via CRM webhooks to update outcomes automatically.