Full Transcript
0:03
Hello, this is Jim from Austo Digital. Today I’m going to talk about workflow rapid prototyping and how you can identify ROI. I’m going to talk about the value here of workflow automation and really solving a business challenge. We actually did something very similar
00:18
for a customer and here I’m actually using some of the pieces but the challenge is a typical workflow would require somebody in this case they use some data on a monthly or a quarterly report that data was processed or received manually by a user they would
00:34
go out weekly or monthly to a website and I’ll demonstrate the website here in this particular case it’s a mortgage rates they would go and grab this it’s the download actually from 1971 one and it comes out every Thursday. That report, let’s go take a look. Freddy
00:49
Mack, it’s the mortgage report. It goes back, I think, to the 1970s, but what it does is it provides the 30-year fixed in the 15year. So, the value here was being able to in their work for this, the user would download this information, Excel, they would open Excel, they make a
01:07
decision, you know, have we done this recently? Did we forget? Is our data up to date? Is it complete? They would copy it manually, put it into a database, and if they missed a few weeks, they might have to go back and say, “Okay, how many weeks did I miss? I got to write a
01:21
custom SQL statement.” And then they would go run their jobs. We’re we’re taking a user away, probably a user in some cases that’s a valuable team member to do this manual activity. So the example of this prototyping was I quickly worked with them to identify the
01:35
website, we just saw that, and talk about what the workflow could be. So what you’re seeing here is an NAN automation. Um, I think I did this in a roughly 20. We set up a trigger schedule. We knew that this comes out every week on Thursday. So, Thursdays at
01:49
noon and then we add a few minutes. So, at about 12:15, this would run. We set a few variables. I think it’s important once I learned that this tool called this website, we could have scraped it with a couple different tools and downloaded the Excel. But what we’ve
02:03
quick was that they provide an API. Quick research in that 20-minut time. There’s an API. I signed up for an API key. And here’s actually what that looks like. You send it some information about a start date and possibly an end date and then the series you want. So let’s
02:19
go back to my demo here. I put in a couple variables of the start date that I want. We did 12. So this is from December of 25. I have an API key that’s hidden here. And then I make an API request to you all I talked about. I send it what mortgage I want. This
02:33
happens to be the 30year. And then lastly, I do the same thing for the 15-year. Now, there’s definitely improvements to be made, but I wanted to show in a 20-minut time, we’re proving that we can automate it. So, I will do a trigger. We’ll go call that information.
02:47
I then take that information and compress it in a way that’s useful, merge it together, and then we update, in this case, a table. And I’ll show you that table. So, let’s go ahead and run this. The workflow triggers it. It calls the API and it gets the data back.
03:03
From there, we go ahead and we break it down. You can see here I’m taking a date and then the mortgage rate. This is the 30-year rate and it happens to be on December 4th. And then lastly, it brings those two together. It’s using a left join. So now we have both the 30-year
03:19
and the 15ear for each date. And then in our data insert rows, it’s let’s see the 30-year rate that and it submits it with a created date time. So it’s similar what they have in that database as well. So you can see down here it went from December 4th all the way to 31st, right?
03:35
So that’s the last rates we’ve seen and they’ll come out this Thursday actually. So what I would like to demonstrate though is if there was the opportunity for them to miss, we’re going to go ahead and take rates from 2021 and we’ll do 0 1 01. And this will let
03:50
them backfill the dates that they may have missed in addition pick up any corrections that might have happened. So let’s go ahead and execute this. This one might take a little bit longer, right? Because um going after information a little bit larger. You can
04:03
see it finished. It added 261 rows. And so now we have this table being updated. If I scroll down, you can see here. I guess I’m only getting a few pages. Let’s go further back. Here’s data from 2022 and it’s got the the date ranges being plugged in. So the value
04:24
here is using a tool like Naden or any other workflow tool, you have the ability to quickly demonstrate value on how to handle workflow. And in this case, we estimated just the work being done was probably 45 minutes per execution. So we can track that every
04:40
time this runs weekly. Let’s say it’s 45 minutes of what a person used to do to make and run this job. So thank you for watching. Just a demonstration of what can be done with these tools.
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