Track automation activity

Track automation activity in Trello — with the four heights of help laid out: do it now, make it easier for the next person to accept, work out the right move when you are stuck, and learn the pattern so it stops coming back.

4prompt heights
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The four heights

The same task, four distances: today's deadline, the next reviewer, the stuck moment, the pattern.

Execute — do the immediate task

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I need a reliable log of every automation that touched our workflows this week. Gather every rule…
I need a reliable log of every automation that touched our workflows this week. Gather every rule run, Butler job and integration trigger on the Marketing board, list who created it, timestamps, the affected card IDs, and whether the action succeeded or failed. Send the compiled list to me and to Elena in Operations by Friday so I can reconcile it with billing.

Improve — make it easier to accept

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Before I share automation activity with Operations, make it easy to verify and bill. Surface failed…
Before I share automation activity with Operations, make it easy to verify and bill. Surface failed runs first, group items by automation name, show the user who triggered each run, and flag any runs that changed high-value cards (Campaigns and Ad Spend). Highlight runs older than seven days that still show 'in progress'.

Decide — diagnose the stuck moment

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Three things happened: automated rules started failing only on Campaign cards, failures began two…

I just noticed a spike in failed automations on Campaign cards

Three things happened: automated rules started failing only on Campaign cards, failures began two days ago, and I cannot tell if a deployment or a user change caused it. Who likely changed what, what is the quickest check to confirm the cause, and the one remedial action I can run now to stop further failures?

Become — change the pattern

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Every product launch a flurry of new automations breaks and we scramble fixes. I lose credibility…

We keep chasing automation failures after launches

Every product launch a flurry of new automations breaks and we scramble fixes. I lose credibility with Marketing when I promise 'automation under control' and then failures surface. What one habit should I institute so automations are validated reliably before they hit the board, and how do I make the team follow it?

Next to this one

Other kanban boards work people do in Trello.

Every task here came from the work, not from a feature list — which is why the prompts name what you want done and never the button that does it. The tool changes; the work does not.
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The rest of the map

Same library, five ways in.