COURSE PREVIEW · Intermediate
Your First Useful Automation.
Design one low-risk workflow with clear inputs, checks, and a recovery plan.
The outcome we’re designing for
Leave with a tested workflow specification and a controlled implementation plan.
The planned curriculum
Map a real process
SAMPLE BELOWDefine inputs and ownership
PLANNEDChoose a native rule or connector
PLANNEDAdd human approval
PLANNEDTest the exceptions
PLANNEDMonitor and recover
PLANNEDFREE SAMPLE LESSON · TEXT EDITION
Map a real process
A useful system begins with a specific task and a clear definition of a good result. Use the exercise below with a real example. Do not connect accounts, publish content, or change a customer record during this exercise.
Your practical exercise
Write a specification for a form-to-task workflow. Required fields: name, purpose, consent where relevant, and next action. Define what happens if the same submission arrives twice, a field is missing, or the destination is unavailable. Begin with sample data and no outbound messages.
Write down your decision
My task is: ____. The person who owns the outcome is: ____. A good result looks like: ____. The information I can safely use is: ____. A human must review: ____. I will test it with: ____.
A useful finish line
Ask another person to read the description, or return to it the next day. Can you explain the input, action, and expected result without naming a tool? Tighten the task until you can. Then choose a reversible experiment with a manual fallback.