Planning your rules
Before you jump in and start creating automation rules, you should have a clear purpose about what you want to automate and how to approach your desired outcome, and these are things that you should think about in the planning stages.
Having an automation strategy in place first will ensure that your automation rules are fit for purpose, are efficient, and meet the objectives of the organization.
In this section, we will look at some of the best practices for planning your rules.
Planning your automation strategy
It is worth keeping in mind that the primary purpose of automation is to streamline your business and to ensure that your processes work more efficiently.
When planning what to automate, one of the first things you should do is engage with your users. This will uncover valuable insight into which tasks they spend the most time doing and how you could leverage automation rules to increase their productivity.
You should also take into account...
