Templates
Free things to steal
No email required, no account, no “instant download” funnel. These are the working files behind the guides.
- CSV
Email-to-spreadsheet field map
The column list, the type of each field, and the rule for what to write when the email does not contain it. Stops an AI step from inventing a reference number or a due date.
- CSV
Workflow test plan
Eight cases to run before you trust a workflow with real data, including the ones people skip: duplicate triggers, expired authorisation, and what happens when the format is simply wrong.
- Plain text
Human review checklist
A printable checklist for the first week a workflow runs on real work: what to compare by hand each day, and what has to be true before you leave it unattended.
They are not a substitute for running the workflow on fake data before it touches a real inbox. A template tells you what to check; it cannot check anything for you.