Capture a Workflow#
Use this template when documenting how you handle a repeatable activity.
Workflow name#
Give the workflow a clear name.
Examples:
- Publish a new blog post
- Debug a broken local dev server
- Review AI tool subscriptions
- Plan a weekly work session
Trigger#
Describe when this workflow starts.
Example:
I use this workflow when I need to turn scattered notes into a published document.
Inputs#
List what you need before starting:
- Notes, links, or source material
- Apps, accounts, or tools
- Files or folders
- Time needed
- Any constraints or deadlines
Process#
Write the actual workflow steps.
- Collect the source material.
- Sort it into useful groups.
- Decide what the final output should be.
- Draft the first version.
- Review for missing steps or unclear parts.
- Save or publish the final result.
Decision points#
Capture choices that affect the workflow.
| Decision | Option A | Option B | When to choose |
|---|---|---|---|
| Output format | Private note | Public doc | Use public doc when it may help others |
| Depth | Quick checklist | Full guide | Use full guide when mistakes are expensive |
Output#
Define what should exist at the end.
- A completed note, doc, script, checklist, or project update
- Links saved in the right place
- Follow-up tasks captured
- Anything temporary cleaned up
Review#
Use these checks before calling the workflow complete:
- Did I capture the final location?
- Did I write the commands or actions clearly?
- Did I note any decisions I made?
- Did I record what I would do differently next time?
Notes#
Add anything that will help future you:
- Common shortcuts
- Things to avoid
- Lessons learned
- Related workflows