Automating a business process
Scope an automation by planning with the end state in mind and involving your stakeholders
Last updated
Scope an automation by planning with the end state in mind and involving your stakeholders
Last updated
💡 Throughout the rest of this course, we will focus on how to automate a business process. Get a preview of what's coming up in the remaining lessons.
This will be a step-by-step journey, starting simple and iterating on the process over time -- from an MVP of a workflow (with just 3 steps) to using a sub-workflow in a parent workflow for ultimate automation efficiency. Here's a snapshot of what you'll do in upcoming lessons:
Main Objective: Create a basic automation with three steps: adding or removing a user from a group using the Microsoft Graph integration.
Main Objective: Learn how to use Jinja, the templating engine in Rewst, to pass data through your workflows for specific results.
Main Objective: Enhance your request form by creating a workflow that generates relevant options based on the user and action selected.
Bonus: In one of the modules for this lesson, you'll learn how to customize your own action (if a "pre-built" action in Rewst doesn't yet exist) by using API documentation.
Main Objective: Handle group updates that require Microsoft Exchange Online using Powershell commands.
Main Objective: Add techniques for error-handling to a workflow.
Main Objective: Combine everything you've learned to create an efficient automation that updates multiple groups and provides feedback.
Before moving on, ensure that your main organization and Microsoft Graph integrations are set up.
Once that's done, you’re ready to dive into creating your own form and workflow. This is where the real hands-on building begins!
Go to the previous module:
Go to wrap up the lesson: