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on 02-14-2025 05:29 AM
Workflow Automation CoE > Checklist
Getting Started Checklist
1. Understand the Basics:
Familiarize yourself with the core concepts of flows, playbooks, and decision tables. These are essential components of the Now Platform's workflow automation suite.
2. Review Product Documentation:
Study the product documentation to understand the capabilities and limitations of each component. This will help you make informed decisions when designing your workflows.
3. Learn Best Practices:
Review best practices for building and maintaining flows, playbooks, and decision tables. This includes understanding how to structure your workflows for optimal performance and maintainability.
4. Get Started with Workflow Academy:
Watch the Workflow Academy videos and tutorials to get hands-on experience with building flows, playbooks, and decision tables. These resources provide step-by-step guidance and practical examples.
https://sn.works/workflowacademy
5. Use the Right Tools:
Ensure you have access to the necessary tools and features within the Now Platform, such as Workflow Studio to build playbooks, flows, and decision tables.
https://sn.works/workflow/nc/migration
6. Collaborate with Your Team:
Work closely with your team, including marketing, IT, and customer service departments, to ensure a smooth implementation and alignment with business goals.
Now Create on implementation best practices
7. Set Up Technical Guardrails:
Establish technical guardrails to prevent accidental data loss or security breaches. This includes setting up access controls and permissions for different users.
https://sn.works/CoE/SecureWorkflows
8. Test and Iterate:
Test your workflows thoroughly before deploying them in a production environment. Use feedback from testing to make necessary adjustments and improvements. Use ATF Test Generation to get started quickly.
9. Monitor and Optimize:
Continuously monitor the performance of your workflows and make optimizations as needed. This includes tracking usage metrics and identifying areas for improvement.
Explore Workflow Studio - Operations Tab
10. Stay Updated:
Keep up with the latest updates and enhancements to the Now Platform. This will help you take advantage of new features and improvements as they become available.
