How to Improve Automation Techniques

Want to become a strong Technical Project Manager in RPA and AI? Let me share 3 things based on my experience. 1-Get your hands dirty with real bots Managing automation projects is not just about timelines and stakeholders ,it’s about understanding the process logic. If you’ve never designed or configured a bot yourself (even a small one), you’re missing a big piece of the picture. Once you build and break a few workflows in UiPath or Automation Anywhere, you start thinking differently , like an automation architect and not just a project lead. 2-Use proven delivery frameworks and templates Every RPA project follows similar stages ,discovery, design, development, UAT, deployment, and support. Yet, many teams still start from scratch every time. Having standard templates (PDD, SDD, test cases, hypercare checklist) and a delivery playbook can cut your project cycle time by 30–40%. 3-Leverage AI and analytics to manage smarter AI can now help you manage automation projects more efficiently , not just technically, but operationally. Use AI to write better documentation. Tools like ChatGPT or Copilot can help you draft PDDs, summarize process maps, or create test case outlines from your discovery notes. Analyze logs automatically. Instead of manually reviewing Orchestrator logs, use AI-powered log analyzers (like UiPath Insights, Power BI with AI visuals, or ElasticSearch dashboards) to detect recurring exceptions, long-running jobs, or unattended downtime. Automate your project tracking. Use AI to summarize daily stand-ups, extract action items, or even update Jira or Azure DevOps tasks automatically. Measure business impact continuously. Combine RPA data (execution time, volume, error rate) with business metrics (cost saved, hours returned) to build ROI dashboards that update weekly. What else you can add? Sarah Ghanem

Automation is more than just clicking a button While automation tools can simulate human actions, they don't possess human instincts to react to various situations. Understanding the limitations of automation is crucial to avoid blaming the tool for our own scripting shortcomings. 📌 Encountering Unexpected Errors: Automation tools cannot handle scenarios like intuitively handling error messages or auto-resuming test cases after failure. Testers must investigate execution reports, refer to screenshots or logs, and provide precise instructions to handle unexpected errors effectively. 📌 Test Data Management: Automation testing relies heavily on test data. Ensuring the availability and accuracy of test data is vital for reliable testing. Testers must consider how the automation script interacts with the test data, whether it retrieves data from databases, files, or APIs. Additionally, generating test data dynamically can enhance test coverage and provide realistic scenarios. 📌 Dynamic Elements and Timing: Web applications often contain dynamic elements that change over time, such as advertisements or real-time data. Testers need to use techniques like dynamic locators or wait to handle these dynamic elements effectively. Timing issues, such as synchronization problems between application responses and script execution, can also impact test results and require careful consideration. 📌 Maintenance and Adaptability: Automation scripts need regular maintenance to stay up-to-date with application changes. As the application evolves, UI elements, workflows, or data structures might change, causing scripts to fail. Testers should establish a process for script maintenance and ensure scripts are adaptable to accommodate future changes. 📌 Test Coverage and Risk Assessment: Automation testing should not aim for 100% test coverage in all scenarios. Testers should perform risk assessments and prioritize critical functionalities or high-risk areas for automation. Balancing automation and manual testing is crucial for achieving comprehensive test coverage. 📌 Test Environment Replication: Replicating the test environment ensures that the automation scripts run accurately and produce reliable results. Testers should pay attention to factors such as hardware, software versions, configurations, and network conditions to create a robust and representative test environment. 📌 Continuous Integration and Continuous Testing: Integrating automation testing into a continuous integration and continuous delivery (CI/CD) pipeline can accelerate the software development lifecycle. Automation scripts can be triggered automatically after each code commit, providing faster feedback on the application's stability and quality. Let's go beyond just clicking a button and embrace automation testing as a strategic tool for software quality and efficiency. #automationtesting #automation #testautomation #softwaredevelopment #softwaretesting #softwareengineering #testing

Everyone is chasing the next big breakthrough. But here’s the twist: Sometimes, the boldest move isn’t inventing something new. It’s automating what already works—then reinvesting that energy into your people. Let’s be honest. Most leaders get distracted by the shiny object. The latest AI. The next buzzword. The pressure to keep up can be overwhelming. But what if you stopped looking outward and started doubling down on what’s right in front of you? The processes that already drive results. The systems that keep your business running. The quiet routines that deliver real value, day after day. Here’s the reality most won’t admit: → Innovation isn’t always about invention. → Sometimes, it’s about optimization. → The real breakthrough? Freeing up your team’s time to do what only humans can do. So, how do you turn this idea into action? Identify Your Real Workhorses → What are the processes or tools your team uses every single day? → What produces consistent results—even if it isn’t flashy? Automate with Purpose → Don’t automate for the sake of it. → Ask: Does automation save time, reduce friction, and maintain quality? → If yes, map out the workflow. → Find the right tech (no need for the fanciest option). → Test it. Refine it. Make sure it works—every time. Reinvest in the Human Factor → Automation isn’t about replacing people. → It’s about giving them back their most precious resource: time. → Encourage your team to spend that time on: ↳ Building client relationships ↳ Solving complex problems ↳ Coaching peers ↳ Pushing creative boundaries Track the Impact → Don’t just measure cost savings. → Measure how much more your team can accomplish. → How much faster can you move? → How many more ideas get tested? → How much stronger is your culture? Here’s a brutal truth: If you automate what works, you create space for people to do what truly matters. That’s how you outpace the competition. That’s how you make room for growth that’s both profitable and sustainable. But most leaders won’t do this. They’ll keep piling on new tech, new projects, new distractions. They’ll miss the chance to build a team that’s energized, creative, and loyal. Here’s what I see in the field, every week: → The best companies automate the routine. → Then, they invest everything they save into developing humans. → Training. Mentorship. Recognition. → Space to think, experiment, and connect. It feels counterintuitive. But it works. So the next time your board demands “innovation,” ask yourself: → What can I automate today, so my people can do what only they can do tomorrow? If you want a practical framework to audit your workflows and spot what’s ready for automation, drop a comment. Let’s build smarter, more human businesses—starting now.

A simple pattern I've implemented that drastically improves agentic AI systems: human-in-the-loop tool calls. While many focus on autonomous agents, the real breakthrough comes from elegantly handling human intervention within agent workflows. How: implement a specialized tool call that suspends execution when human input is required: (1) Serialize and persist the entire agent state - including conversation context, execution trace, and reasoning path - preserving the agent's cognitive thread in your database (2) Await human judgment on critical decisions or ambiguous scenarios (3) Resume execution by reconstructing the original agent state from your database, ensuring continuity without forcing the agent to rebuild context or repeat work Consider a financial advisor agent encountering an edge case requiring human expertise. Rather than failing, it gracefully delegates through a human_input() tool call, persists its reasoning chain, and seamlessly continues after receiving guidance. Or a content creation pipeline where an agent drafts multiple options, triggers a human_review() tool call, and then refines based on selected preferences without restarting the entire creative process. This approach maintains the efficiency of automation while incorporating human judgment precisely where it adds the most value.

Focusing on AI’s hype might cost your company millions… (Here’s what you’re overlooking) Every week, new AI tools grab attention—whether it’s copilot assistants or image generators. While helpful, these often overshadow the true economic driver for most companies: AI automation. AI automation uses LLM-powered solutions to handle tedious, knowledge-rich back-office tasks that drain resources. It may not be as eye-catching as image or video generation, but it’s where real enterprise value will be created in the near term. Consider ChatGPT: at its core, there is a large language model (LLM) like GPT-3 or GPT-4, designed to be a helpful assistant. However, these same models can be fine-tuned to perform a variety of tasks, from translating text to routing emails, extracting data, and more. The key is their versatility. By leveraging custom LLMs for complex automations, you unlock possibilities that weren’t possible before. Tasks like looking up information, routing data, extracting insights, and answering basic questions can all be automated using LLMs, freeing up employees and generating ROI on your GenAI investment. Starting with internal process automation is a smart way to build AI capabilities, resolve issues, and track ROI before external deployment. As infrastructure becomes easier to manage and costs decrease, the potential for AI automation continues to grow. For business leaders, identifying bottlenecks that are tedious for employees and prone to errors is the first step. Then, apply LLMs and AI solutions to streamline these operations. Remember, LLMs go beyond text—they can be used in voice, image recognition, and more. For example, Ushur is using LLMs to extract information from medical documents and feed it into backend systems efficiently—a task that was historically difficult for traditional AI systems. (Link in comments) In closing, while flashy AI demos capture attention, real productivity gains come from automating tedious tasks. This is a straightforward way to see returns on your GenAI investment and justify it to your executive team.

A few years back, I found myself in a challenging situation – reviewing an automation project that was struggling in its early stages. The team, in their haste to kick-start, had neglected a crucial part: analyzing the test cases. The frustration was real, but it was also a catalyst for change. We had to go back to basics. We revamped our test cases, ensuring they were complete with detailed steps and verification points. We built in application configurations and settings into each test case. By calling out data dependencies, we enabled the test case to run with various data sets. Compliance-critical steps were marked as 'Evidence Required', ensuring necessary screenshots were captured. Perhaps most importantly, we broke down test cases into smaller, independent functions, enhancing their reusability across different tests. This seemingly frustrating phase led to an important learning: taking the time to optimize your test cases is not wasted, but rather invested. It drastically improves the reliability and quality of your automation scripts, ensuring the success of your project. Remember, the struggle you're in today is developing the strength you need for tomorrow. Have you faced similar struggles in your projects? How did you overcome them? #testautomation #softwaretesting #qualityassurance

Avoid the “Shiny Tool Trap” – Make Automation Work for You! Imagine pouring six figures into a tool that promises efficiency…  only to realize it amplifies your problems instead of solving them. That’s the Shiny Tool Trap - and it’s costing companies millions. 💸 Automation can be a game-changer, but only if you have the right strategy. Here’s how to avoid the biggest pitfalls: 1. The Shiny Tool Trap Pitfall: Falling for the latest software without understanding your processes. Tools don’t fix broken workflows - they just make them fail faster. Fix: Map your processes first. Audit them ruthlessly. Ask: “Does this step add value?” If not, redesign it. Automation amplifies good processes - it doesn’t fix bad ones. 2. The Human Blind Spot Pitfall: Thinking automation is a “set it and forget it” deal. People resist change, and ignoring their concerns leads to failure. Fix: Work with your team, not just for them. Involve end-users early. Train them well. Celebrate small wins (e.g., “This bot saves us 10 hours/week!”). Change management is crucial. 3. The Feedback Black Hole Pitfall: Believing your automated process is “done.” Markets shift, regulations change, and customer needs evolve.  Static automation becomes obsolete. Fix: Build feedback loops. Monitor KPIs, gather user insights, and iterate. Think of automation as a cycle, not a checkbox. Why this matters: Process automation isn’t just about cutting costs - it’s a growth engine. But only if you avoid these traps. At GBTEC Group, we’ve helped companies turn automation into a strategic advantage. How? By pairing tech with human-centric design and agile adaptation. Which of these automation pitfalls have you seen firsthand?

Ever feel like your team is stuck in an endless loop of manual data entry? (Automation Tip Tuesday 👇) That’s exactly where one of our clients — an education consulting firm — found themselves. They were juggling a whole tech stack of tools that didn’t “talk”  to each other, creating inefficiencies and double work. We started with a look into their sales workflow. 🔹 Sales data lived in HubSpot, but once a deal closed, someone had to manually update Asana to track project progress. 🔹 Internal teams worked from one Asana board, but clients needed visibility into their own project timelines — cue more manual updates. 🔹 With so much repetitive data entry, valuable time was being wasted on low-impact admin work. Here’s what we did: 🔗 HubSpot → Asana automation: We created an integration that auto-generates project tasks in Asana when a deal reaches a certain stage in HubSpot. No more copy-pasting! 📢 Internal and client boards sync: Internal progress updates in Asana now automatically reflect on client-facing Asana projects, reducing the back-and-forth. Less busywork, more productivity. By eliminating duplicate data entry, the team saved 10+ hours per week — time now spent on strategy and client success. When your tools work together, your team can focus on what really matters. Where is your team losing time? Drop a comment below! ⬇️ -- Hi, I’m Nathan Weill, a business process automation expert. ⚡️ These tips I share every Tuesday are drawn from real-world projects we've worked on with our clients at Flow Digital. We help businesses unlock the power of automation with customized solutions so they can run better, faster and smarter — and we can help you too! #automationtiptuesday  #automation #workflow #efficiency

🤖 How marketplace sellers can automate for growth without losing control Automation is a game-changer, but let’s be real—too many sellers either over-automate and lose control or don’t automate at all and drown in manual work. The sweet spot? Smart automation that drives efficiency without sacrificing profitability. Here’s how to automate like a pro while staying in control: ⚙️ 1. Dynamic repricing, but with guardrails Sure, automated repricing tools help win the buy box, but blind automation can tank your margins. Set clear rules: minimum prices, competitor thresholds, and profitability-based adjustments. Otherwise, you're just racing to the bottom. 📦 2. Stock management that prevents over- and understocking Running out of stock? You lose ranking and sales. Overstocking? Your cash flow gets wrecked. Smart inventory forecasting tools (like ChannelEngine or SoStocked) predict demand without tying up capital unnecessarily. 🛍️ 3. Ad automation that focuses on profit, not just spend Letting Amazon or bol auto-run your ads? Expect wasted spend. The best sellers automate bid adjustments based on real profitability, not just clicks. Track which keywords and ASINs drive margin, not just revenue. 📝 4. AI-driven content optimization that actually converts Keyword stuffing and generic listings don’t cut it. Use AI tools to test and refine product titles, descriptions, and images. But never fully automate—review performance, tweak, and test again. Human strategy + AI = sales. 📊 5. Real-time reporting so you catch issues before they cost you Your biggest expense? The one you don’t see coming. Automated dashboards tracking net profit, ad spend, stock levels, and buy box win rate give you the right alerts at the right time. You can’t fix what you don’t measure. 🚀 Automation should make you more profitable, not just ‘save time.’ Done right, it frees you to focus on strategy instead of firefighting. What’s one marketplace task you wish you could automate today? 

Why Your Automation Project might be Doomed before it has even begun... After working with countless small businesses on process automation, one thing has become painfully clear: The number one mistake is trying to automate broken processes. 🚫 Here’s the truth: no matter how fast you make something broken go, it’s still broken. The solution? Start with the basics: 1️⃣ Map your processes, step by step. Understand what your process looks like now and define what it should look like. Visual tools like Miro or putting it on "paper" can help you visualize inefficiencies. 2️⃣ Identify bottlenecks that exist now. Find what’s slowing you down before you bring in automation. (Otherwise, you’re just speeding up the chaos.) 3️⃣ Automate for the greatest impact. Focus on areas that will create the biggest leverage for your team and business. 4️⃣ Continuously improve. Once automation is in place, regularly revisit and refine your processes to address new bottlenecks and opportunities. When done right, automation doesn’t just save time and money—it transforms your business. 💡 Here’s an example: We helped a client significantly reduce their onboarding time from 10 days to 2 hours by using Make to integrate Stripe payments, automated emails, and Tally onboarding forms. The result? Their team could focus on service and growth rather than repetitive onboarding admin tasks. Are your automations solving the right problems? Or do you need to rethink the process entirely? #automation #businessgrowth #processimprovement #efficiency #smallbusiness