Academy From Excel and email to workflow
Episode 7 of 10
The queue for doubtful cases
The model says per field how sure it is.
Check yourself
A colleague says: 'Once it is automated, nobody needs to look at invoices.' What is true?
Your colleague checks three doubtful fields instead of thirty. Approval, exceptions and improvement stay with people.
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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.