Intermediate
Workflow Automation Master
Master document workflows and automation
4 hours
Total Time
10
Learning Steps
500+
Enrolled
4.9
Rating
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.
Prerequisites
- Basic Content Central knowledge recommended
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.
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