Automation

A set of steps that run on their own so work moves forward without manual clicks.

BasicsSystemsProcess automation

What it is

Automation turns a checklist into code or configured steps so the same work happens the same way every time.

Why people do it

  • Save time on repeatable tasks
  • Reduce human error
  • Free people to handle the edge cases

Getting started

Pick a small task, map the steps, connect the tools with APIs or triggers, and keep one simple check to confirm it ran well.