Workflow Automation Master

Overview

Transform your document processes with powerful automation. This focused path teaches you to design, build, and optimize workflows that save hours of manual work. From simple routing to complex business logic, you will master the art of workflow automation.

Learning Outcomes

Design efficient workflows from business requirements
Build multi-level approval processes with conditional routing
Implement automated actions and notifications
Handle exceptions and escalations gracefully
Optimize workflow performance and user experience

Curriculum - Required Steps (3)

1

video 20 min

Configuring Workflow Basics

Build your first workflow with triggers and actions.

2

video 18 min

Multi-Level Approval Processes

Design complex approval chains with routing and escalations.

3

article 10 min

12 Things About Document Workflow

Essential workflow concepts and best practices.

Optional Steps (7)

+1

video 3 min Optional

Processing Invoices with Automation

Real-world example: automate invoice approval workflows.

+2

video 16 min Optional

Automated Capture with Workflows

Trigger workflows automatically when documents arrive.

+3

video 12 min Optional

Workflow-Driven Packet Creation

Automatically group related documents into packets.

+4

article 9 min Optional

Automated Document Distribution

Share documents automatically via workflow.

+5

article 7 min Optional

Workflow with Document Imaging

Integrate scanning and OCR into your workflows.

+6

video 14 min Optional

Troubleshooting Workflows

Debug workflow issues and optimize performance.

+7

guide 350 pages Optional

Workflow Reference Guide

Complete workflow documentation and examples.

Workflow Automation Master

Overview

⚠️ Prerequisites

Learning Outcomes

Curriculum - Required Steps (3)

Optional Steps (7)