Manual work and automation
How do I automate a process without making it harder to manage?
Keep the workflow visible. Use clear triggers, simple rules, named owners for exceptions, and a history that shows what happened to each record. Avoid building so many hidden branches that staff cannot understand why something moved, stopped, or failed.
What to check
- Can staff see where each item is in the process?
- Is there a clear owner for exceptions?
- Can someone explain the workflow without reading code?