[Workflow Automation CoE](https://sn.works/CoE) \> Checklist

# Getting Started Checklist

**1\. Understand the Basics:**

Familiarize yourself with the core concepts of flows, playbooks, and decision tables. These are essential components of the Now Platform's workflow automation suite.

**2\. Review Product Documentation:**

Study the product documentation to understand the capabilities and limitations of each component. This will help you make informed decisions when designing your workflows.

[Explore Workflow Studio Docs](https://www.servicenow.com/docs/csh?topicname=exploring-workflow-studio.html&version=latest)

**3\. Learn Best Practices:**

Review best practices for building and maintaining flows, playbooks, and decision tables. This includes understanding how to structure your workflows for optimal performance and maintainability.

**4\. Get Started with Workflow Academy:**

Watch the Workflow Academy videos and tutorials to get hands-on experience with building flows, playbooks, and decision tables. These resources provide step-by-step guidance and practical examples.

**5\. Use the Right Tools:**

Ensure you have access to the necessary tools and features within the Now Platform, such as Workflow Studio to build playbooks, flows, and decision tables.

**6\. Collaborate with Your Team:**

Work closely with your team, including marketing, IT, and customer service departments, to ensure a smooth implementation and alignment with business goals.

[Now Create on implementation best practices](https://nowlearning.servicenow.com/nowcreate?id=sp%5Foverview&sp%5Fid=4b5951f21b3ef81011baece5624bcb97&nc%5Fsource=spotlights&nc%5Fsource%5Fid=ce5c31e31b56f510f4c56208624bcbba)

**7\. Set Up Technical Guardrails:**

Establish technical guardrails to prevent accidental data loss or security breaches. This includes setting up access controls and permissions for different users.

**8\. Test and Iterate:**

Test your workflows thoroughly before deploying them in a production environment. Use feedback from testing to make necessary adjustments and improvements. Use ATF Test Generation to get started quickly.

**9\. Monitor and Optimize:**

Continuously monitor the performance of your workflows and make optimizations as needed. This includes tracking usage metrics and identifying areas for improvement.

[Explore Workflow Studio - Operations Tab](https://www.servicenow.com/docs/csh?topicname=exploring-workflow-studio.html&version=latest)

[Explore Process Mining](https://www.servicenow.com/docs/csh?topicname=explore-process-mining.html&version=latest)

**10\. Stay Updated:**

Keep up with the latest updates and enhancements to the Now Platform. This will help you take advantage of new features and improvements as they become available.

[Docs Release Notes](https://www.servicenow.com/docs/csh?topicname=workflow-studio-rn.html&version=latest)

[CoE Release Notes](https://sn.works/CoE/ReleaseNotes)

## Center of Excellence Navigation

1. [Workflow Automation - Center of Excellence](https://sn.works/CoE)
2. [Workflow Automation Migration Considerations](https://sn.works/CoE/Migration)
3. [What's new for Workflow Automation?](https://sn.works/CoE/ReleaseNotes)
4. Resource Hubs
1. [Flows](https://sn.works/CoE/StartFlow)
2. [Decision Tables](https://sn.works/CoE/StartDecision)
3. [Playbooks](https://sn.works/CoE/StartPlaybooks)
5. [FAQ](https://sn.works/CoE/FAQ)
6. [Checklist](https://sn.works/CoE/Checklist)
7. [Training](https://sn.works/CoE/Training)
8. [Workflow Academy](https://sn.works/workflowacademy)