Academy From Excel and email to workflow
Episode 1 of 10
Where the hours go
In a company of 10 to 100 people the hours sit between systems: a person who reads email, PDF and Excel and types it again into the ERP, accounting or planning software.
Check yourself
A 40-person wholesaler is busy everywhere. Where do most manual hours usually sit?
The gap between where information arrives and where it must land is filled by a person retyping.
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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.