A one-page note for every automation
https://archon-partners.com/guides/ai-for-architecture-firm-admin/

From Archon & Partners. Replace everything in [square brackets] and keep each note with the task it describes.

=== 1. One-page note for an automation ===
When: As soon as an automation runs.
Subject: [Automation name]: what it does

What it does: [one sentence]
Where it reads: [the log, mailbox or folder it reads from]
Where it writes: [where the drafts or lists land]
Who to ask: [owner]

Rule: it writes drafts and lists only. A person reads and sends.