<?xml version="1.0" encoding="UTF-8"?><oembed><type>video</type><version>1.0</version><html>&lt;iframe src=&quot;https://www.loom.com/embed/1dddcbb7268745cdaf233ba62b195d4b&quot; frameborder=&quot;0&quot; width=&quot;2218&quot; height=&quot;1663&quot; webkitallowfullscreen mozallowfullscreen allowfullscreen&gt;&lt;/iframe&gt;</html><height>1663</height><width>2218</width><provider_name>Loom</provider_name><provider_url>https://www.loom.com</provider_url><thumbnail_height>1663</thumbnail_height><thumbnail_width>2218</thumbnail_width><thumbnail_url>https://cdn.loom.com/sessions/thumbnails/1dddcbb7268745cdaf233ba62b195d4b-772a03270f06f2bb.jpg</thumbnail_url><duration>394.508</duration><title>Planning and Documenting Automation Workflows for Clients</title><description>This Loom explains the author’s approach to planning and documenting an automation workflow so a future contractor can take over without confusion. They describe building a detailed plan with multiple stages, including branching logic for payment status, manual access steps, and flowchart plus step by step documentation. The video also covers an email template system in which templates are edited in HTML, comments trigger notifications, and version history with links is preserved to prevent common mistakes like wrong links or time zone issues. Finally, the author notes they use ChatGPT to generate the system and deploy it to Cloudflare to reduce hosting and coding costs while providing clear SOP documentation in one place.</description></oembed>