Academy From Excel and email to workflow

Episode 10 of 10

Measure before and after

Recap: without a measurement you do not know whether it worked.

Check yourself

When do you take the 'after' measurement?

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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.

10 videos · 7 min

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.
Self-check 8 questions, about 4 minutes.

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