Starting with a connector can obscure the actual process. Before creating a flow, describe the work, the data involved, and what should happen when a step fails or needs a decision.
Define the workflow contract
Document the trigger, required fields, expected result, process owner, and completion evidence. Identify duplicate submissions, missing data, and conditions that require a person to decide.
Review connections and permissions
Use only approved connectors and the least access needed. Confirm who owns the connection, where data is stored, how long it is retained, and whether the flow moves information to an approved destination.
Test end to end
Use synthetic records to test success, validation failure, duplicate input, connector outage, and retry behavior. Check run history and verify that retries do not create repeated actions. Set up a clear alert and recovery owner for failures.
Keep human approval for consequential or difficult-to-reverse actions. Feature availability and licensing may vary, so verify the current environment before designing a production workflow.