Academy From Excel and email to workflow
Episode 4 of 10
Rules where you can, AI where you must
Most steps in a workflow are plain rules you can read and check.
Check yourself
'Order amount under the limit: approve.' What should handle this step?
A rule you can read is a rule you keep trusting. AI adds nothing here.
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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.