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AA03: Complex Workflow and Automation (1hr 25min)

AA03: Complex Workflow and Automation (1hr 25min)

This course presents some of the advanced functionality of Quick Base as it relates to workflow.

About this course

 

Complex Workflow and Automation

Manage your projects, approvals, orders, and more with forms that trigger data updates and actions . Once set up, your automated workflow runs as designed and there's no need to worry about dropped processes or ignored steps. And because our apps help managers eliminate repetitive tasks, your team can focus on what it does best. This course presents use cases and methods that you can apply to your apps to further automate the collection, processing and reporting of data.

 

  Kirk Trachey

Curriculum

  • Course Introduction
  • Introduction to Complex Workflow and Automation (1min)
  • Structuring Your App
  • Gather Requirements and Timeframe (5:07)
  • Inventory Data Sources (1:24)
  • Select Access Integration Options (6:22)
  • Test, Document and Train (1:20)
  • Build vs. Buy (1:30)
  • Integration Options: Sync
  • Sync Example: Consolidate Data From Multiple Sources (9:42)
  • Sync Example: SFTP / Secure FTP (2:03)
  • Sync Example: Sync With Email (2:56)
  • Integration Options: Quick Base APIs
  • Quick Base API (3:25)
  • Integration Options: Webhook
  • Webhooks Overview (2:06)
  • Webhooks Example: Webhooks and Sync (15:17)
  • Webhooks Example: Customer Updates Their Records (6:38)
  • Webhooks Example: Mirroring Tables (7:45)
  • Integration Options: Quick Base Actions
  • Quick Base No Code Actions (6min)
  • Integration Options: Table to Table Import
  • Table to Table Imports (5:31)
  • Integration Options: 3rd Party Resources
  • QuNect ODBC Connector Overview (1:17)
  • Introduction to Zapier (:39)
  • Introduction to Workato (2:27)
  • Summary
  • Course Summary (:45)
  • Assessment: Complex Workflow and Automation
  • Assessment: Complex Workflow and Automation
  • What Do You Think?
  • Please Rate This Course - AA03: Complex Workflow and Automation

About this course

 

Complex Workflow and Automation

Manage your projects, approvals, orders, and more with forms that trigger data updates and actions . Once set up, your automated workflow runs as designed and there's no need to worry about dropped processes or ignored steps. And because our apps help managers eliminate repetitive tasks, your team can focus on what it does best. This course presents use cases and methods that you can apply to your apps to further automate the collection, processing and reporting of data.

 

  Kirk Trachey

Curriculum

  • Course Introduction
  • Introduction to Complex Workflow and Automation (1min)
  • Structuring Your App
  • Gather Requirements and Timeframe (5:07)
  • Inventory Data Sources (1:24)
  • Select Access Integration Options (6:22)
  • Test, Document and Train (1:20)
  • Build vs. Buy (1:30)
  • Integration Options: Sync
  • Sync Example: Consolidate Data From Multiple Sources (9:42)
  • Sync Example: SFTP / Secure FTP (2:03)
  • Sync Example: Sync With Email (2:56)
  • Integration Options: Quick Base APIs
  • Quick Base API (3:25)
  • Integration Options: Webhook
  • Webhooks Overview (2:06)
  • Webhooks Example: Webhooks and Sync (15:17)
  • Webhooks Example: Customer Updates Their Records (6:38)
  • Webhooks Example: Mirroring Tables (7:45)
  • Integration Options: Quick Base Actions
  • Quick Base No Code Actions (6min)
  • Integration Options: Table to Table Import
  • Table to Table Imports (5:31)
  • Integration Options: 3rd Party Resources
  • QuNect ODBC Connector Overview (1:17)
  • Introduction to Zapier (:39)
  • Introduction to Workato (2:27)
  • Summary
  • Course Summary (:45)
  • Assessment: Complex Workflow and Automation
  • Assessment: Complex Workflow and Automation
  • What Do You Think?
  • Please Rate This Course - AA03: Complex Workflow and Automation