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- Nov 17, 2022
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How to automate anything
A few notes on the process of automation:- Identify Jobs-To-Be-Done:
- Map the current flow of the jobs
- Think: Condition > Job (eg: At 9 am on Monday (condition) I want to see Google Ads report (job); everyday (condition) I want to run my python code to check server health (job), and so on)
- How to solve it best?:
- Create step by step process for each sub tasks within the JTBD
- Map out each and every detail within the sub tasks to make it easier to understand what to automate
- Find repeatable processes with the sub tasks
- Use tools best responsible for generating the output of those tasks, no code automation, google scripts, Selenium, UIPath, etc.
- Solve each problem incrementally, start with the base job (eg: logging into servers)
- Test:
- Run the automations, figure out potential bottlenecks within the code
- Make it simple to debug- add comments for future debugging
- Create unit tests to ensure the flow doesn't break given a different kind of input
- Iterate:
- Using the data from step 3, simplify the flow and continuously revise for bottlenecks within the flow
- Keep iterating until a robust system is created
- Finish the job from A to B automating everything in between