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Designing Data Flows and Human Review
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Workflow Architecture and Control Points
Overview: Workflow Architecture and Control Points
Workflow shape: stages, handoffs, and states
Activity: Map a simple workflow into states
Triggers and conditions
Control points for human review
Approval gates and routing rules
Audit trail, error paths, and handoff clarity
Design choices that keep workflows maintainable
Exercise: Design a controlled workflow path
Review: Workflow Architecture and Control Points
Lab: Map a Simple Workflow Into States and Handoffs
Data Shaping, Validation, and Routing Rules
Overview: Data Shaping, Validation, and Routing Rules
Shape data for the next action
Activity: Map fields for a SharePoint-to-approval flow
Validate values before the branch starts
Activity: Check records for routing readiness
Design routing rules that stay readable
Handle edge cases in shared workflows
Activity: Sort edge cases into safe handling paths
Use lookup values and reference data
Reading-only: pattern choice and judgment
Exercise: Build a routed decision table for a shared workflow
Review: Data Shaping, Validation, and Routing Rules
Human Review Steps and Approval Design
Overview: Human Review Steps and Approval Design
Why a workflow pauses for review
Activity: Sort control points by review need
Approval patterns in Power Automate
Designing approval outcomes and branches
Activity: Map approval outcomes to next steps
Review data, evidence, and traceability
Edge cases: delays, no response, and delegation
Activity: Decide the right fallback for each delay
Approval design choices across Microsoft 365 tools
Exercise: Design a complete approval path for a team workflow
Review: Human Review Steps and Approval Design
Connected Tools and Shared Workflow Integration
Overview: Connected Tools and Shared Workflow Integration
Connector choice for shared work
Activity: Sort workflow steps by best-fit connector
Shared data shapes and field mapping
Handoffs that survive permissions and schema changes
AI-assisted steps with human review
Integration trade-offs in real team workflows
Exercise: Design a shared workflow handoff plan
Review: Connected Tools and Shared Workflow Integration
Testing, Exception Handling, and Failure Recovery
Overview: Testing, Exception Handling, and Failure Recovery
Why testing changes the design
Reading run history and diagnosing failures
Activity: Trace a failed flow run
Using scopes, parallel branches, and terminate actions
Designing retries and fallbacks
Human-in-the-loop recovery
Operational signals and documentation
Exercise: Build a recovery plan for a fragile flow
Review: Testing, Exception Handling, and Failure Recovery
Documentation, Governance, and Operational Handoffs
Overview: Documentation, Governance, and Operational Handoffs
What to capture in a workflow record
Activity: Draft a workflow record from a sample flow
Naming, notes, and version history
Permissions, ownership, and support boundaries
Change control for shared automations
Operational handoff package
Exercise: Build a support handoff pack for a shared flow
Review: Documentation, Governance, and Operational Handoffs
Course Study Guide
Overview: Course Study Guide
Recap
What You Can Do Next
Additional References
Review: Course Study Guide
Lab: Design a Controlled Team Workflow
Overview: Lab: Design a Controlled Team Workflow
Lab: Design a Controlled Team Workflow
Review: Lab: Design a Controlled Team Workflow
Lab: Design a Controlled Team Workflow
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All categories
Course Demonstrations
Free Mini Courses
AI Learning Hub
AI Essentials
Level 1: Generative AI Foundation
Level 2: Grounding AI with your Data
Level 3: Automating AI Workflows
Office
Webinars
Power BI
Programming
WordPress
Microsoft Official
Accounting
CompTIA
Google
Upskilling Series
ONLC Staff Training
Generative AI Skills
Instructor Review
Private Classes
Home
Course info
Designing Data Flows and Human Review
Learn how information should move, pause, and get checked before it keeps going.
Skill Level
:
Beginner
