Design and Build: Your First Automated Workflow
Define the precise event that starts the automation, the rules that filter it, and the actions that follow. Assign owners for exceptions and escalations. Certification exercises reinforce these building blocks, helping you design flows that remain understandable months after launch.
Design and Build: Your First Automated Workflow
Keep people where judgment matters: approvals, risk checks, and customer-sensitive updates. Design service-level agreements, reminders, and fallback paths. This hybrid approach shows up in many certifications and builds confidence among teams who worry that automation might remove necessary oversight.
