# n8n or Make: workflow decision worksheet

Flowgrammer | 17 October 2026 | Untested planning worksheet
Not legal or tax advice. A qualified professional confirms legal dates, authority and financial decisions.

## Define the job

- Business / role:
- One recurring task:
- Current tool and native feature already checked:
- Trigger / frequency:
- Monthly items and busiest-month items:
- Exact source operation:
- Exact destination operation:
- Account edition, country and required permission:
- Reviewer and exception owner:

## Trace the data

| Component | Data fields | Region / evidence | Retention | Access owner |
|---|---|---|---|---|
| Source | | | | |
| Workflow database and files | | | | |
| OCR / AI | | | | |
| Destination | | | | |
| Logs / backups / monitoring | | | | |

A Canadian n8n server does not relocate other services. Keep SINs, banking data and full medical records out of the initial cloud reminder design. Internal identifiers can still identify a person.

## Estimate each candidate

Record the pricing source, currency, billing term and check date. Search-volume data is unverified for this content cluster.

- Make: ordinary action count, bundles, polling, AI consumption and retries:
- n8n: triggers, runs, sub-workflows and retries:
- Native tool: operation available and remaining gap:
- Subscription / annual commitment:
- Hosting, backups, storage, model/API and maintenance:
- Unknown price or plan limit:

Do not treat a generic API-call module as proof of access to a particular endpoint.

## Test a synthetic case

- Expected reviewed output and source reference:
- Missing or ambiguous value:
- Duplicate event / renamed source:
- Revoked connection:
- Zero-result source read:
- Destination timeout and reconciliation before retry:
- Changed source after approval:
- Professional decision that remains outside the workflow:
- Reviewer approval and unresolved questions:

No real documents, client accounts or system writes were tested by publishing this worksheet. Plan implementation at https://flowgrammer.ca/book.