migration
Zapier and Make migration checklist
Move brittle workflows between automation platforms without losing monitoring or ownership.
Automation owners
Use this checklist before publishing, migrating, or expanding a workflow. The goal is fewer brittle automations and cleaner daily habits.
Checklist steps
- Export active workflows.
- Group by business process.
- Rebuild the highest-value workflow first.
- Test failure alerts.
- Archive duplicates after verification.
Review questions
- Which workflow pays for migration?
- Which app connection is fragile?
- Who owns the new runbook?
Related guides
Missed-lead recoveryFind leads with no activity, route them back to an owner, and create a recovery message without spamming cold records.Booking request routingRoute new booking requests by urgency, location, service type, and owner availability.Run the related free toolGenerate the next practical output.Workflow LibraryBrowse recipes and collections.
Get the daily AI workflow brief
One practical workflow idea, tool check, prompt, or calculator to use each day.