SOP-10: Technology Stack & Tool Management Protocol

The Automation Surgeon's Tech Infrastructure Framework


Version	2.0
Owner	Founder
Trigger	New tool evaluation, technology updates, security reviews.
Purpose	To maintain an optimal technology stack, ensure security compliance, and maximize efficiency through systematic tool management and evaluation.

1. Core Technology Stack

n8n: Core automation platform for client projects
Azure Functions/Logic Apps: For custom code and enterprise-grade Microsoft-centric solutions
Alternative Platforms: Zapier, Make for specific use cases
Self-Hosted Options: n8n cloud vs. self-hosted for enterprise clients

CRM: Airtable/Notion for client and pipeline management (Pipedrive as future target)
Project Management: Notion for project tracking and documentation
Communication: Slack/Discord/MS Teams for client communications
Scheduling: Calendly for meeting coordination

Code Repository: GitHub/Azure DevOps for automation scripts and templates
Design Tools: Figma for process maps and documentation
Hosting: Vercel/Netlify for client-facing tools
Database: Supabase/Azure SQL for client data management
Proprietary Audit Tool: Our specialized scanner (Specialized Email Deliverability/Security Scanner)

Password Management: 1Password for secure credential storage
Two-Factor Authentication: All critical accounts
Data Backup: Automated backups for client projects (PostgreSQL + n8n configs)
VPN: Secure remote work access
Secure Secret Sharing: One-Time Secret Sharing Tool (Mandatory) for receiving client credentials.