Exercise 2: The Trigger-Action-Data Test

Time: 1 hour
What you'll produce: Structured breakdown of 5 tasks

Instructions

Pick the 5 tasks from Exercise 1 that you think are most automatable (the ones with the strongest M rating). For each one, write out:

Task Name: [What you do]

Trigger: What event or schedule starts this task? - Does it happen when something arrives (email, form, message)? - Does it happen at a specific time (every morning, weekly, monthly)? - Does it happen when someone or something changes something (new customer, status update)? - Or do you manually start it (in which case: could a scheduled trigger work instead)?

Actions: What are the actual steps? - List them in order, even if they seem obvious - Be specific ("copy" vs. "extract the dollar amount and format as currency")

Data: What information moves from step to step? - What comes in (email content, form fields, file data)? - What gets transformed? - What's the output?

Example

Task Name: "Process customer feedback into our tracking sheet"

Trigger: Every Friday at 9am, pull all feedback from this week

Actions: 1. Extract all customer feedback from our support emails and chat (filter by date) 2. Clean it up (fix typos, standardize formatting) 3. Categorize it (product feedback, billing question, feature request, etc.) 4. Summarize each piece in 1-2 sentences 5. Add a row to our "Customer Feedback" Google Sheet

Data: - Input: Customer messages (varied formats, spellings, lengths) - Transform: Extracted, cleaned, categorized, summarized - Output: One row per feedback item in the sheet

Your Task

Do this for 5 tasks. Write it out. Be specific. Don't be vague. The clarity here is what you'll use to build the actual workflow in Module 2.