Designing process automation by utilizing platform building blocks and data

With all the technical capabilities of the platform and an understanding of how process automation is composed using the major archetypical steps – trigger events based on user or system input, sequence actions and tasks via workflow, and complete tasks and continue workflow, you can now design process automation through these blocks.

The first step to designing process automation that works at scale is to know whether something is a good automation candidate. Thankfully, you should be able to use the archetypical steps outlined earlier in this chapter to identify them – those that follow the well-defined archetypical patterns are likely great candidates for automation via the platform, while those that don’t may still be candidates but with a greater level of configuration complexity.

Let’s look at an example. At a major international bank, a common and labor-intensive manual...