Automation workflow broke. Business process stopped.Restored this session.

PM assigned in 10 minutes. Business automation engineer starts mapping and fixing within the hour. A 3-day approval process losing requests is a workflow management problem, not a complex engineering challenge. In a Starter session, the engineer implements: a structured intake form capturing all required information at submission (eliminating back-and-forth for missing details), automatic routing to the correct approver based on request type and amount, email or Slack notifications reminding approvers of pending items after 4 and 24 hours without action, and a status tracker requestors can check without emailing the approver. Most approval workflow fixes reduce time from 3 days to under 4 hours for standard requests.

Both work PM recommends based on your requirements. n8n, Make, and Zapier are right when: your approval workflow connects existing tools your team already uses (Slack, Google Forms, Airtable, Jira), the logic is relatively linear, and your team needs to modify workflows without developer involvement. Custom code is right when: you need complex conditional routing based on business rules visual builders cannot express, or you need the workflow integrated into your own internal tools or ERP rather than a third-party platform. PM assesses which fits your use case and budget in the first 15 minutes you know the approach before work begins.

A Salesforce-to-Jira integration with business logic is a Starter to Full Day session. The engineer implements: a Salesforce workflow trigger firing when a deal reaches a specific stage, a mapping layer translating Salesforce opportunity fields into the correct Jira project, issue type, labels, assignee rules, and sprint assignment, duplicate detection preventing multiple Jira issues for the same opportunity, error handling alerting the sales rep if Jira creation fails rather than silently dropping the handoff, and an activity log showing every sync event for operations team audit. The integration is tested on your Salesforce sandbox before going live on production data.

PM delivers monitoring and maintenance documentation at session close. For n8n or Make automations: error handler branches catch failures and route failed records to a review queue with the error type visible, rather than silently dropping them. For custom code automations: Sentry error tracking for exceptions, a dead letter queue with automatic retry and escalation after maximum retries, and PM-authored documentation covering how to diagnose common failures and who to escalate to when failures cannot be self-resolved. PM does a 30-day post-launch check-in to review the error log and address edge cases that surfaced in production new data patterns or upstream system changes outside the original design.

PM delivers at session close: a handoff document covering how the automation works (trigger conditions, data transformations, routing rules, error handling), an operations runbook with step-by-step instructions for the three most common maintenance scenarios (adding a new approver, changing a routing rule, investigating a failed record), monitoring dashboard access showing real-time automation health (records processed, failure rate, average processing time), and a test procedure for verifying the automation works correctly after upstream system changes. PM documents all third-party automation platform account configurations so you are not dependent on the engineer account access to maintain or modify the automation in the future.

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