Automate Evolve Training: Excel Workflow for Automatic Routing

Ready to route business processes to the right people at the right time, all while providing visibility into current and completed processes?

It’s achievable by adding a workflow to existing data templates – and that’s what we cover during our Automate Evolve training, led by Tammy Lake, Senior Sales Engineer.

This session’s for you if you’re interested in taking your new or existing Excel data template to the next level. What does that look like? Adding a custom workflow that automatically routes your business processes for things like data collection, approvals, and running scripts.

You’ve already seen the value Studio scripts can bring to SAP data upload/download processes. Now, you can realize even more value by automating the manual before and after steps to complete your end-to-end business process automation.

This session is filled with a variety of demos, including how to:

  • add a workflow to an existing Excel template
  • set up Excel templates to pass critical data to workflows
  • set options for conditional routing and approvals

Through these demos, you’ll gain plenty of actionable takeaways that you can start implementing right away – including how to:

  • interact with SAP from both business user and script developers’ perspectives
  • interact with an Excel workflow from the Excel ribbon
  • set different options for data validate and SAP posting, approvals, emails, and more

You’ll leave this session feeling ready and empowered to save time, boost efficiency, and change the way you work.

Automate Evolve reduces your dependency on technical resources to help create automation scenarios, remove the guesswork, and get complete visibility into business processes – and our team of experts is here to make sure you get the most out of our solution throughout the journey.

Automate Evolve Training - Excel Workflow for Automatic Routing
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