Planning your automation
Learn how to scope out your workflow automation on the Tray Platform.
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Up to now, we have learned the principles of the Tray Platform, of building a use-case with connectors by dragging and dropping them into the workflow builder, just like a painter would illustrate a masterpiece on his or her canvas.
Before we start painting - well, building - our use-case, we will need to organize our requirements. Planning your automation is a crucial precursor to building a resilient, tested, and successful workflow. Engineers and developers call this process "pseudocoding," where they sketch out and write, in words, the problem along with a step-by-step solution.
As we develop our automation, we'll take advantage of the same planning procedure, just like we plan and outline a project as part of our work.
In this course, we will walk through the steps of building a simple example use-case, from planning, to scoping, and finally - drum roll - to building.
This course contains a few interactive activities that are aimed to test your understanding of the concepts presented.
You will learn
How to set up your overall automation requirements, including authentications
How to plan and document your use-case effectively with a scoping document
Based on your use-case, how to decide which trigger to use to kick off your automation
Using your scoping documentation, how to translate your words to a workflow
How to test your workflow to ensure that your automation is resilient and reliable