Failure-First Automation Design
Designing a Zap around what happens when a step fails, before designing what happens when it works.
What it is for
Design what happens when a step fails before designing what happens when it works. An automation without that runs silently wrong for a week, which is worse than one that stops.
The skill
Automations are easy to build and quiet when they break. Design the failure path first. Before adding any action, answer: - **What happens if this step runs twice?** Triggers do re-fire. Any step that creates, charges, sends or posts needs an idempotency key or a lookup-first filter — otherwise a retry sends the customer a second invoice. - **What happens if this step fails halfway?** If steps 1-3 wrote data and step 4 failed, the record is now half-made. Either make the last step the only one that commits, or add a cleanup path. - **Who finds out?** Zapier's own error email goes to the account owner and is routinely filtered. Add an explicit error path that posts somewhere a human reads. Then build: - Put a Filter immediately after the trigger, not later. Every step after an unfiltered trigger runs on data you did not want. - Use Formatter to normalise dates and numbers ONCE, right after the trigger, rather than in each downstream step. - Name every step for what it does to the business, not what app it calls: "Create invoice", not "Zoho Books".
How to install it
1. Open the tool and start a new conversation, project or template. 2. Paste the text below wherever the tool keeps standing instructions — usually called system prompt, instructions, or persona. 3. Save it so it applies to every run rather than a single message.