6 Concepts to Master Codeless Automation

John Gruber
Oct 14, 2018 · 4 min read
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Some days it seems impossible to get everything done. As time goes by hectic days become normal. Racing through tasks and grinding through the daily routines without missing a beat becomes a challenge. When keeping up becomes daily, burn out is right around the corner. After burn out comes the inevitable “dropping the ball”. Missing deadlines, forgetting to CC someone, people depending on you are left wondering. Companies are demanding more productivity but being overworked isn’t the answer.

With the rise of cloud computing the number of apps in the workplace has exploded. Performing redundant tasks in multiple places has become common practice. From posting the same link on multiple social media accounts to entering data in a project management tool followed by emailing the same information out. These redundant tasks are time consuming and error prone.

With the growing demands on the information workforce it’s become crucial to decrease the amount of time and energy spent on mundane day-to-day tasks. Fortunately, we’re entering a time of codeless automation, creating simple workflows without the need for programmers and complex systems. Millions are finding tools like Microsoft Flow to help them throughout their day. Daunting at first, process automation is built on a few key concepts. Once learned, you can unlock their potential to stop grinding and start adding business value.

For example, with the popular approval workflow you can manage the approval of documents or processes across several services including Salesforce, SharePoint, Dynamics CRM, OneDrive, Zendesk, or WordPress. Or create a workflow that automatically tweets every message you post to your Facebook page. Another option is to configure an automated email summarizing your tasks from Microsoft Planner or Trello. Once you grasp the core concepts, the possibilities are (almost) limitless.

1. Workflows

2. Triggers

3. Actions

4. Connectors

5. Conditions

If X+1=3 then do Y else do Z. In this example, Y will execute if X equals 2. If X is not equal to 2 then the workflow will execute Z.

If you wanted to tweet only when we post a message to Facebook when the Facebook message includes the text #Tweet then we could use a condition. If Tweet text contains #Tweet then post to Twitter else do nothing.

6. Loops

Once you grasp the core concepts of codeless automation you can start to automate your day-to-day tasks. If you have any questions don’t hesitate to reach out below or find me on Twitter @gruberjl or LinkedIn.

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Insight and ideas about Microsoft 365, Office 365, Windows…

John Gruber

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Productivity and technology to make the world a better place. Because we all need a little help and motivation sometimes.

GitBit

GitBit

Insight and ideas about Microsoft 365, Office 365, Windows, and Enterprise Mobility + Security

John Gruber

Written by

Productivity and technology to make the world a better place. Because we all need a little help and motivation sometimes.

GitBit

GitBit

Insight and ideas about Microsoft 365, Office 365, Windows, and Enterprise Mobility + Security

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