PRACTICAL GUIDE
Automate without complicating your business
A clear process before an automated workflow.
Start with a repeated task
Choose a frequent, stable, low-risk workflow, such as copying an enquiry into a table. Define the trigger, data and expected result.
Plan for exceptions
What happens if data is missing, an API is unavailable or the same event arrives twice? Plan alerts, logging and manual recovery.
Measure and maintain
Test with dummy data, then within a small authorized scope. Track errors and consumption. Assign someone to maintain the workflow.