Sketch entities and relationships on paper before touching any builder. Identify sensitive fields, retention needs, and who can read or write each table. Airtable is fantastic for quick iteration and views, while Xano gives robust APIs and logic without code. Consider row limits, concurrency, and formula performance early. Add unique IDs, timestamps, and a status field for lifecycle management. Keep transformations predictable. When in doubt, over-communicate schema decisions with your teammates to reduce accidental complexity and permission risks later.
Automations save time until they silently fail. Build with explicit triggers, clear retry logic, and idempotent steps. In Zapier or Make, group related actions and name them clearly with version tags. Log every run to a monitoring sheet and set alerts for errors. Start with manual triggers during testing to watch real data flow, then schedule. Where privacy matters, process only necessary fields and redact logs. Document each automation in a one-page runbook so anyone on your team can triage confidently.






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