Workflow automation
Let repeatable work move itself.
Connect triggers, actions and approvals with a deliberate approach to retries, exceptions and human review.
Automating the happy path is only part of the job.
A workflow should account for missing information, failed connections and work that needs a person to decide. Design the normal path and the recovery path together, whether the process runs in the cloud or needs a desktop interaction.
What the work can include
Event-driven or scheduled workflows
Explicit exception and review paths
Controlled retries and duplicate handling
Operational logging and handover guidance
A practical approach
- 01
Identify repeatable work and the decisions that still need people.
- 02
Map triggers, dependencies and failure scenarios.
- 03
Build the workflow with bounded retries and clear states.
- 04
Test failures and document how to recover.
Desktop automation is considered where more dependable integration options are unavailable or unsuitable. System access, service accounts and operational support need to be agreed.
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