Hornbill Academy

course
Academy Live: Optimizing Workflows for automation: Best practices and strategies
Academy Live: Optimizing Workflows for automation: Best practices and strategies
Academy Live: Optimizing Workflows for automation: Best practices and strategies

About the Course

750 points
~135 mins

The recording of this session is from 4th September 2024.


This course contains edited videos from the session recording plus additional activity walkthrough videos, the session handout including activity instructions, and the final versions of the Auto Task and Workflows used in the activities.


In this session you’ll explore some key areas of Hornbill’s Workflow designer tool to facilitate automations in your business processes.

 

Through guided hands-on lab activities, you’ll discover how to implement and configure external authorisations, and you’ll learn how Autotasks can be used to deliver pre-built automations for your users to access at the click of a button.

 

In addition, you’ll learn best practices around Workflow design to help you troubleshoot and ensure configuration accuracy. In particular, you’ll explore Workflow utilities and Workflow debugging.

 

By the end of this session, you’ll be able to:

 

     - Identify key aspects of Hornbill’s Workflow automation capabilities.
     - Configure and test external authorisations.
     - Create Autotasks for distributing automations.
     - Begin to apply advanced practices for configuring and debugging Workflows.

 

This is an intermediate-level session for Hornbill administrators with fundamental skills in working with Hornbill Workflows. 

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Course Outline
  1. Workflow Essentials
    1. Overview
    2. Session handout
    3. Activity assets
    4. Introduction and overview of automation maturity
    5. Auto Tasks explained
    6. Activity 1 Intro - Auto Task creation
    7. Activity 1 Walkthrough - Auto Task creation
    8. Activity 1 Review - Auto Task creation
    9. Activity 2 Intro - Auto Task deployment and test
    10. Activity 2 Walkthrough - Auto Task deployment and test
    11. Activity 2 Review - Auto Task deployment and test
    12. Authorizations overview and demonstration
    13. Activity 3 Intro - Authorizations
    14. Activity 3 Walkthrough -Authorizations
    15. Activity 3 Review - Authorizations
    16. Workflow utilities
    17. Workflow debugging
    18. Activity 4 Intro - Open challenge
    19. Activity 4 Walkthrough - Open challenge
    20. Activity 4 Review - Open challenge
    21. Key takeaways
    22. Next steps and further learning
    23. Rate this course
    24. Course completion checklist
course
Academy Live: Optimizing Workflows for automation: Best practices and strategies
Academy Live: Optimizing Workflows for automation: Best practices and strategies
Course Progress
Not started
Enroll

About the Course

750 points
~135 mins

The recording of this session is from 4th September 2024.


This course contains edited videos from the session recording plus additional activity walkthrough videos, the session handout including activity instructions, and the final versions of the Auto Task and Workflows used in the activities.


In this session you’ll explore some key areas of Hornbill’s Workflow designer tool to facilitate automations in your business processes.

 

Through guided hands-on lab activities, you’ll discover how to implement and configure external authorisations, and you’ll learn how Autotasks can be used to deliver pre-built automations for your users to access at the click of a button.

 

In addition, you’ll learn best practices around Workflow design to help you troubleshoot and ensure configuration accuracy. In particular, you’ll explore Workflow utilities and Workflow debugging.

 

By the end of this session, you’ll be able to:

 

     - Identify key aspects of Hornbill’s Workflow automation capabilities.
     - Configure and test external authorisations.
     - Create Autotasks for distributing automations.
     - Begin to apply advanced practices for configuring and debugging Workflows.

 

This is an intermediate-level session for Hornbill administrators with fundamental skills in working with Hornbill Workflows. 

Course Outline
  1. Workflow Essentials
    1. Overview
    2. Session handout
    3. Activity assets
    4. Introduction and overview of automation maturity
    5. Auto Tasks explained
    6. Activity 1 Intro - Auto Task creation
    7. Activity 1 Walkthrough - Auto Task creation
    8. Activity 1 Review - Auto Task creation
    9. Activity 2 Intro - Auto Task deployment and test
    10. Activity 2 Walkthrough - Auto Task deployment and test
    11. Activity 2 Review - Auto Task deployment and test
    12. Authorizations overview and demonstration
    13. Activity 3 Intro - Authorizations
    14. Activity 3 Walkthrough -Authorizations
    15. Activity 3 Review - Authorizations
    16. Workflow utilities
    17. Workflow debugging
    18. Activity 4 Intro - Open challenge
    19. Activity 4 Walkthrough - Open challenge
    20. Activity 4 Review - Open challenge
    21. Key takeaways
    22. Next steps and further learning
    23. Rate this course
    24. Course completion checklist

Course Topics

Find relevant courses based on these topics