Standardising (and updating) multiple processes with templates?

Hi there!

I was wondering if there is a possibility to ‘standardise’ multiple processes by, for example, using a template and keeping each process up to date when a change is made to the template without having to adjust each process individually?

My goal is to have some sort of template so that basic functions in all my processes work the same, e.g. a standard error handling and error notification to admins in all procceses.

I’d imagine that large organizations with hundreds of Automations don’t manually adjust each one whenever a more general change should be made?

My search so far hasn’t been too fruitful (use invoke orchestrator processs and manage those?), so thanks for the input in advance!

Regards,
tomatenmark :tomato:

Hi @tomatenmark

Yes, it is definitely possible to standardize multiple processes by using a template and keeping each process up to date when a change is made to the template. This approach is often used in large organizations to ensure consistency across processes and to minimize the effort required to make changes.

Here are some steps you can follow to implement this approach:

  1. Define the template: Start by creating a template that outlines the basic functions that you want to standardize across your processes. This could include things like error handling, error notification to admins, data validation, and logging.
  2. Create a library of reusable components: Once you have a template in place, you can start creating a library of reusable components that can be used across multiple processes. For example, you could create a standard error handling component that can be used in all processes.
  3. Build processes using the template: When you create a new process, use the template as a starting point and build the process using the reusable components from your library. This will help ensure that all processes have the same basic functions and are consistent.
  4. Maintain the template and library: As you make changes to the template or library of reusable components, make sure to update all processes that use them. This can be done by versioning the template and library and tracking which processes use which versions.
  5. Automate the update process: To make it easier to update all processes when a change is made to the template or library, consider automating the update process. This could involve using a tool that can automatically update all processes that use a particular version of the template or library.

Overall, standardizing processes using a template and library of reusable components can help improve consistency and reduce the effort required to make changes across multiple processes.

1 Like

This topic was automatically closed 3 days after the last reply. New replies are no longer allowed.