Academy From Excel and email to workflow
Episode 8 of 10
A workflow must never fail silently
A workflow that silently stops is worse than none, because everyone thinks it is handled.
Check yourself
Your accounting system is offline for an hour. What should a good workflow do?
Nothing should disappear or stall quietly. The queue waits, someone knows, and it picks up again.
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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.