Find the right process to automate
Select a frequent, stable, measurable workflow where automation will create more value than risk.
Power Automate Tutorials
From Microsoft Power Automate. Watch here or open it on YouTube .
During the course primer, listen for ideas that change how you approach “Find the right process to automate.” Pause once to capture a useful point, then apply it while producing a ranked automation opportunity table and a baseline for one selected process.What this lesson is really solving.
Select a frequent, stable, measurable workflow where automation will create more value than risk. This is lesson 1 because later decisions depend on a ranked automation opportunity table and a baseline for one selected process. Automation is a small factory; first choose a repeatable product and a process worth building. Use your own numbers, files, environment, and constraints so the result survives outside the course.
Understand the idea before touching the steps.
Automation is a small factory; first choose a repeatable product and a process worth building.
Follow these steps in order.
Take the action in each step; then use the deliverable below to prove the lesson is finished.
- 1
Inventory tasks that repeat daily, weekly, after a standard event, or across many similar records.
- 2
Score each candidate for frequency, time, rule clarity, data consistency, error cost, sensitivity, exceptions, and build effort.
- 3
Exclude unclear, low-volume, highly sensitive, or judgment-heavy work until the underlying process improves.
- 4
Record the current time, error rate, queue delay, and number of handoffs so improvement can be measured.
See the standard in context.
A studio coordinator chooses automatically logging approved booking forms to a schedule, not automatically deciding which artists deserve a slot. The learner saves a ranked automation opportunity table and a baseline for one selected process and notes the evidence or assumption behind the choice so it can be reviewed and improved later.
Inspect before you move on.
- The finished work visibly includes a ranked automation opportunity table and a baseline for one selected process.
- You tested the work against this common failure: Automating the most annoying task even though it happens rarely or depends on constantly changing judgment.
- Another person could verify this mastery standard: The selected process has a repeatable start, known output, measurable baseline, and manageable consequence if it fails.
Your deliverable
A ranked automation opportunity table and a baseline for one selected process.
Watch for this
Automating the most annoying task even though it happens rarely or depends on constantly changing judgment.
Prove it—don’t just recognize it.
The selected process has a repeatable start, known output, measurable baseline, and manageable consequence if it fails.
Quick knowledge check
Answer from the lesson—not from confidence alone. Score at least 2 of 3 to unlock completion.
This curriculum-aligned check is scored automatically and stored with your account when signed in. It is an objective learning signal, but it has not yet been independently validated as a standardized assessment.
Tools, templates, and references
Pass the knowledge check above first.
Completion unlocks after a score of 2 out of 3. Then confirm that you produced the lesson deliverable.
Go to the knowledge check