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Digital · Guided lesson

Find the right process to automate

About 20 minutes
Work at your own pace. Optional videos take extra time.
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Before you begin

The idea in everyday life

Select a frequent, stable, measurable workflow where automation will create more value than risk.

The idea

Automation lets software repeat a set of steps for you. Start with a task that follows clear rules and happens often enough to be worth setting up.

Try it

One step at a time.

Use the sample or information you have permission to use. Keep your work as you go. You can pause between steps.

  1. 1

    Use README section 1’s supplied opportunities: booking logging 20/week × 5 minutes, one-off logo choice 1/week × 20 minutes, annual cleanup 1/year × 120 minutes.

  2. 2

    Rank booking logging first using frequency, rule clarity, data consistency and low consequence; explain why the other candidates are weaker.

  3. 3

    Record 100 manual baseline minutes/week and 90 setup minutes separately; the supplied baseline is simulated, not observed.

  4. 4

    Set targets: at least 90% first-try completion, zero duplicate writes and a named owner for every exception.

Example

See how it works.

Booking logging costs 20 × 5 = 100 manual minutes/week. Clear Approved status, stable event IDs and required room/duration fields support repeatable routing. The one-off design choice is judgment-heavy; annual cleanup has low frequency.

Check your work

Did you cover these?

  • Your work includes a ranked automation opportunity table and a baseline for one selected process.
  • Check this common mistake: Automating the most annoying task even though it happens rarely or depends on constantly changing judgment.
  • The selected process has a repeatable start, known output, measurable baseline, and manageable consequence if it fails.
Your work

What to finish

A ranked automation opportunity table and a baseline for one selected process.

Common mistake

Watch for this

Automating the most annoying task even though it happens rarely or depends on constantly changing judgment.

How can I tell I understand it?

The selected process has a repeatable start, known output, measurable baseline, and manageable consequence if it fails.

Try 3 questions

Quick knowledge check

Answer all 3 questions. Get at least 2 right and the lesson completes automatically.

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1Which step is part of “Find the right process to automate”?
2What should you have made by the end of this lesson?
3Which mistake should you watch for in this lesson?
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Finish this lesson

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Answer all 3 questions above and get at least 2 right. You can review the explanations and try again.

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Optional course overview video
Microsoft Power AutomatePower Automate TutorialsYouTube
Optional course overview

Power Automate Tutorials

From Microsoft Power Automate. Watch here or open it on YouTube .

Watch for an idea you can use in the practice below. You can pause or skip this optional overview.
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