Academy From Excel and email to workflow
Episode 9 of 10
A working prototype in 10 working days
One process, on your own systems, working in 10 working days.
Check yourself
Which of these counts as a working prototype?
'Working' means real data, an approval screen and logging. A demo on sample files is not a prototype.
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03 · Basic
From Excel and email to workflow
Where the hours leak, which process to automate first, and how to keep a person in control. The way Optimi works, taught as a method.
After this series you can:
- You point out where the manual hours sit and count them, before building and after.
- You pick the first process and decide per step whether a rule, a connection or AI fits.
- You require a workflow to have a review screen for doubtful cases, a log and an alert when it stalls.