Chapter 7Automation3 lessons
Chapter 7
Automation
What to automate first, how simple rules work, and how they go wrong, so that software does the dull, repeated steps and your people keep the decisions.
3 lessons · about 18 minutes of reading
Lessons
- 1What to Automate FirstAutomation is good at boring, frequent, low-risk jobs that already work by hand. Here is how to pick your first three.6 min read
- 2Triggers and Simple RulesAlmost every automation is three parts: when, if and do. Learn those and you can read any workflow builder, and plan your rules on paper first.6 min read
- 3Automations That Go WrongAutomations fail in a small number of predictable ways. Learn how loops, bad imports and silent failures happen, and how to catch them before your customers do.6 min read
Chapter quiz
8 questions. You need 80% to pass, you can retake it as many times as you like, and every answer comes with the reason. Signing in is needed for the quiz.