Building Automated Workflows

~55 min Presentation

This lesson

The teaching for this lesson is in the presentation below and the advanced reading. Open the slides to work through it, then download the reading and exercise. A written web version is coming.

You'll learn to:

Understand automation and where it adds value
Automate business tasks with no-code tools
Connect apps so data flows without manual work
Design simple automated workflows for a small business

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Lesson materials

Advanced readingWord document

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Lesson 4 quick quiz

3 questions to check your understanding. Instant score.

Q1. Flag orders above $200 as "Premium", else "Standard". Which formula? =VLOOKUP(B2, orders, 2, FALSE) =IF(B2>200, "Premium", "Standard") =SUM(B2:B100) =COUNTIF(B2:B100, ">200")

Q2. A workflow automation is… A single manual click A chain of steps triggered automatically by an event A paper checklist A type of printer

Q3. Before automating a process you should first… Guess the steps Map and understand the steps it involves Delete the process Ignore the details

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