Automation & Workflows

Lesson 1 of 7

Lesson 1 — What is Automation?

Why we automate, what a workflow is, and the difference between a script, a bot and a robot.

🟢 Beginner 60 XP

Learn it

Automation means making a computer do a task that a person used to do, again and again, without getting bored or making mistakes.

A workflow is a sequence of steps: a trigger starts it, actions happen, and a result is produced or saved.

A script is a small program you write. A bot follows rules inside one app. A workflow connects several apps. RPA (Robotic Process Automation) clicks through existing apps like a human would.

Automation is best for tasks that are repetitive, rule-based and frequent. It is not good for tasks needing empathy, creativity or one-off judgement.

Key terms

Workflow
A sequence of automated steps from trigger to result.
Trigger
The event that starts a workflow.
Action
A step that the workflow performs.
API
A way for programs to talk to each other over a network.
RPA
Robotic Process Automation — software that mimics a human clicking through apps.

Should we automate this?

Decide which of these tasks are good candidates.

  1. 1Daily backup report: Repetitive, rule-based, high value — excellent candidate.
  2. 2Writing a sympathy letter: Needs human judgement and empathy — not a good candidate.
  3. 3Sorting 1,000 support tickets by keywords: Repetitive and rule-based — automate with conditions.
  4. 4Approving a school trip risk assessment: Needs human responsibility and context — keep manual.

A simple morning workflow

textTRIGGER: Every weekday at 07:00
ACTION 1: Check the weather API for Prague
ACTION 2: If rain is forecast, post a message in #general
ACTION 3: Log the forecast in a shared sheet
RESULT: Staff know to bring umbrellas without anyone checking manually.

A trigger, three actions, a condition and a clear result. This is the shape of almost every workflow.

Try it

Is this task a good candidate for automation?

Sending a welcome email to every new user who signs up.

Designing a new logo for a client.

Copying data from one spreadsheet to another every Friday.

Deciding whether to suspend a student.

Challenge

Pick one boring, repetitive task you do at school or home. Describe the trigger, two actions and the result. Explain why automation fits it.

Pick whichever way suits you — every mode earns the same bonus XP.

Write at least 40 more characters to submit.

Mark your own work

Guided walkthrough — 0/3 clues revealed

  1. Clue 1 locked — reveal it only if you get stuck.
  2. Clue 2 locked — reveal it only if you get stuck.
  3. Clue 3 locked — reveal it only if you get stuck.

Each clue costs 3 XP (never below 15 XP). You'd earn 30 XP right now.

Quiz time

Question 1 of 4Score 0

A trigger is…