Planning your automation

Learn how to scope out your workflow automation on the Tray Platform.


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Course overview

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