What this service solves
Teams often have different ideas of what makes a task a good candidate for automation. A hands-on workshop gives participants a common way to describe a trigger, map the steps and decisions, and test the expected result. The lab uses examples from your work and tools the team is allowed to use.
What you get
Guided lab
A remote, facilitator-led exercise in which participants map a task, build a small practice workflow, and test how it handles an exception.
Planning checklist and practice materials
Reusable materials to help participants identify the trigger, inputs, decisions, owners, and checks when they review another candidate.
What’s included
Prepare client-relevant exercises
Choose examples that resemble a participant's routine work and prepare the exercise for the approved accounts and tools.
Facilitate a hands-on remote session
Guide attendees through the exercise, including time to test a normal case and discuss what changes when information is missing.
Leave a checklist and practice materials
Share the planning checklist and lab materials so participants can revisit the exercise or use the approach with another task.
How implementation works
Scope and prepare
Confirm attendee roles and select a practice workflow with the coordinator. Check that access is ready for the exercise.
Facilitate the lab
Facilitate the lab in the remote session. Use questions from the group to discuss boundaries, ownership, and testing.
Share handouts and next actions
Review the exercise together and share materials and candidate next actions with the coordinator.
Systems, inputs & prerequisites
Participant roles, approved accounts, example workflows, and a coordinator.
- Share participant roles, skill levels, and one or two example workflows the group understands.
- Arrange access to the approved training accounts and agree what sample data can be used during the lab.
Starting scope & pricing
Base scope
One six-hour remote workshop for up to 15 attendees using approved client tools.
Illustrative workflow
Map a task
Identify the incoming request, required details, and intended owner.
Build a lab
Create the practice route in the approved training tool.
Test an exception
Submit an incomplete example and verify that the exercise flags it for review.
Validation & handover
- Confirm with the coordinator that the approved training environment and sample inputs allow attendees to complete the exercise.
- During the lab, have participants check the ordinary result and identify what should happen to an example with missing information.
- Share the practice materials and planning checklist with the coordinator. Review one candidate next action and the owner who could evaluate it.
Limitations & possible extras
Limitations
The exercise depends on working access to the approved training tools. Extra cohorts, on-site travel, and tool or training-account fees can be scoped separately.
Exercises require working access to the approved training tools.
Possible extras
On-site travel, extra cohorts, and third-party tools or training accounts.
Questions about this service
Do participants need access to live business accounts?
Participants use the approved training accounts and example data agreed during preparation. The coordinator confirms that each role can complete its part of the exercise.
Can analysts and nontechnical participants attend the same workshop?
Yes. Share the group's experience and roles during preparation so the lab can give each role a clear task. An extra cohort or a different curriculum can be discussed separately.
What does the team take away for its next workflow idea?
The practice materials show how the exercise was structured. The checklist gives the team a way to record the trigger, expected result, decision points, owner, and checks for another candidate.
Does the workshop include building our first production workflow?
The workshop includes a guided practice build in the approved training tools. Production implementation can be scoped from the candidate workflow and the checks the team identified.