MODULE 04 / CUSTOM AUTOMATION

Design the workflow.
Then automate it.

A service area for dashboards, data pipelines, notifications, API integrations, and custom software — planned around a defined problem, controlled permissions, and a test plan.

01 / WHAT CAN BE BUILT

Small components.
Useful outcomes.

Automation works best when each component has a defined input and output, clear permissions, and a safe failure mode.

SERVICE 01▤

Dashboards & reporting

Present system status, metrics, alert history, or structured reports in a maintainable interface.

UIMonitoring
SERVICE 02⌘

API & data workflows

Move data between approved systems, validate inputs, manage retries, and document failure handling.

APIsValidation
SERVICE 03◎

Alerts & assistants

Organize notifications and human approval without exposing secrets or silently executing actions.

AlertsApproval
02 / DELIVERY STANDARD

Know what is
included.

01

Requirements and acceptance criteria

Agree inputs, outputs, limits, intended users, and exclusions.

02

Implementation and testing

Use small modules, error handling, logs, and tests appropriate to the project's risk.

03

Handover and limitations

Provide setup instructions, known limitations, and a documented handover.

START WITH THE REQUIREMENT

Get the scope right.

Review indicative service packages before preparing a project brief. Never send credentials through ordinary messages.

Review services ↗