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Guides
Why automate a company’s processes?
Choose tasks suited to automation and plan exceptions before expanding.
Identify repetitive tasks
Look for operations using stable rules and available data: transferring information, sending a confirmation or preparing a report. Document volume, time required and frequent errors to assess the benefit.
Check access and data
An integration depends on APIs, permissions and tool limits. Data needs a consistent format and reliable identifier. Automate a process you understand; an ambiguous rule remains ambiguous when executed automatically.
Plan errors and duplicates
A service may be unavailable or send the same event repeatedly. Define attempts, delays and checks preventing repeated actions. Plan a useful alert and a manual recovery procedure.
Measure and maintain
Compare results with the initial process, accounting for development and maintenance costs. Tools and business rules change: appoint someone responsible for regularly checking the workflow.