Digital Automation · Capstone

DA10: Capstone: three automations for Sharma Textiles

Goal: bring the whole path together by building, testing and presenting the three path projects end to end: the payment workflow, the inbox router and the weekly CRM tidy-up, each with a scope, tests, alerts, documentation and a case study.

You'll need: everything from DA1–DA9: your n8n set-up, test-mode accounts for the payment gateway and courier, the CRM, the cleaned sample data, and your scope, runbook and data map drafts.

Time: reading about 2 hours · the three projects, shared parts and handover pack about 35 hours, usually over 4 to 5 weeks.

Where this is used: this is what a real first engagement looks like. A small business rarely asks for one clever workflow; it asks for a few connected automations that work together, are explained clearly and keep working after you've left.

How it differs: the earlier modules taught one skill at a time. The capstone tests whether you can combine them under real constraints: limited time, imperfect data, outside services that fail, and a client who needs to understand what you built.

Lessons

  1. 1Planning the capstoneReading 15–25 minutes, plus practice✓
  2. 2Project 1: the payment workflowReading 15–25 minutes, plus practice✓
  3. 3Project 2: the inbox routerReading 15–25 minutes, plus practice✓
  4. 4Project 3: the weekly CRM tidy-upReading 15–25 minutes, plus practice✓
  5. 5Demo, self-review and case studyReading 15–25 minutes, plus practice✓

🛠️Assignment: Complete and present the capstone

This is the final project of the Digital Automation path.

  1. Write the capstone plan with three scopes, shared parts, a timeline and the rubric.
  2. Build and test the payment workflow with all ten acceptance tests.
  3. Build and test the inbox router on 30 sample emails, with a fallback and a weekly review.
  4. Build the CRM tidy-up with dry runs, a backup, a change report and a change limit.
  5. Record the demo, complete the self-review, assemble the handover pack and write three case studies.

Self-check before you finish:

✅Module check

Explain in a few sentences, in your own words:

How do the three capstone projects show that you can build automation a business can depend on?

Show a good answer

A good answer mentions: planning with scopes, shared parts and a rubric; the payment workflow's signature check, quick reply, duplicate check, API confirmation, mapping, idempotent writes and recording "processed" last; the inbox router's keyword rules, optional AI with a person in the loop, and a fallback with weekly review; the CRM tidy-up's pagination, cleaning, merge rule, review list, dry run, backup and change limit; and a demo including a failure, an honest self-review with evidence, a handover pack and case studies.

📚Official references

Official documentation and guidance for this module's topics, chosen on 2 November 2026. Tools, laws and standards change, so check the current version before you rely on a detail. If a link has moved, search the same site.

📝Module quiz

10 questions · 10 marks each · 100 marks in all · pass mark 70% · retry as often as you like ·

1. Starting the capstone, you notice all three projects need phone cleaning and an error alert. What's the best plan?

Why each option is right or wrong

  • “Build each project separately with its own copy” (Incorrect): Three copies drift apart: a fix in one is easily missed in the others.
  • “Skip cleaning for the router, which only handles emails” (Incorrect): The router links emails to known contacts, so it benefits from clean data too.
  • “Leave alerts until after the demo” (Incorrect): Alerts are part of what makes the projects dependable; the demo should show them.
  • “Build shared parts first, then the projects” is correct.

    One tested cleaning step and one error workflow, used by all three projects, means a single fix applies everywhere and the projects behave consistently.

    • n8n: call a shared sub-workflow with Execute Workflow.
    • Test: the shared parts with pinned data first.

📖 Revise: Lesson 1: Planning the capstone

Question ID sp-digital-automation-10-q1 · Report a mistake in this question
2. In the payment workflow, where should "mark payment_id as processed" go?

Why each option is right or wrong

  • “Straight after the webhook arrives” (Incorrect): If a later step fails, a retry would be skipped as a duplicate, leaving work unfinished.
  • “Before the signature check” (Incorrect): Fake events would then be recorded as processed payments.
  • “Between creating the invoice and updating the CRM” (Incorrect): A CRM failure would leave the payment marked done with the CRM not updated.
  • “After every step has succeeded” is correct.

    Recording it last means a failed run can be retried to finish its remaining steps, while a complete run stops future repeats. The invoice step's own check prevents a second invoice on retry.

    • Test: fail the CRM step, then retry.
    • Pattern: idempotent steps plus a final record.

📖 Revise: Lesson 2: Project 1: the payment workflow

Question ID sp-digital-automation-10-q2 · Report a mistake in this question
3. Testing the payment workflow, the "Accounts 401" alert arrives without the order ID. All other tests passed. What should you do?

Why each option is right or wrong

  • “Accept it; the alert still says what failed” (Incorrect): Without the order ID, the person can't tell which customer is affected.
  • “Remove the 401 test from the acceptance list” (Incorrect): Removing a failing test hides a real gap from the client.
  • “Add the order ID by hand when the alert comes” (Incorrect): That depends on someone remembering, and slows the fix.
  • “Fix the template, then rerun all ten tests” is correct.

    The alert read the order ID from the wrong node. After fixing it, rerunning every test (not just the failed one) confirms that the change didn't break anything else.

    • Record: the first result and the fix.
    • Rubric area: Reliable.

📖 Revise: Lesson 2: Project 1: the payment workflow

Question ID sp-digital-automation-10-q3 · Report a mistake in this question
4. The inbox router sends "Mera order abhi tak nahi aaya, please check" to Other, because the keywords are all English. What's the right improvement?

Why each option is right or wrong

  • “Ask customers to write in English only” (Incorrect): That's unfriendly, and many customers won't follow it.
  • “Route everything unclear to Orders by default” (Incorrect): Unclear emails could be returns or accounts; a wrong default misroutes them silently.
  • “Replace the keywords with AI and remove the fallback” (Incorrect): AI can help, but removing the person for unclear cases leads to silent misroutes.
  • “Add Hinglish phrases and test them” is correct.

    Customers write the way they speak. Adding phrases such as "order nahi aaya" to the Orders keywords, found through the weekly review of corrections, and testing a set of mixed-language emails improves routing for real customers.

    • Keep: the fallback to a person for anything unclear.
    • Measure: correct-routing share before and after.

📖 Revise: Lesson 3: Project 2: the inbox router

Question ID sp-digital-automation-10-q4 · Report a mistake in this question
5. A teammate suggests sending every customer email to an AI service to classify it. What should you check first?

Why each option is right or wrong

  • “That the AI service is the most popular one” (Incorrect): Popularity doesn't answer what happens to the client's customer data.
  • “That the AI is right more often than the keyword table” (Incorrect): Accuracy matters, but data permission comes first.
  • “That the emails are short enough” (Incorrect): Length is a detail; data permission is the first question.
  • “The client's data rules and the service's data handling” is correct.

    Emails contain personal data. Before sending them to an outside AI service, check that the client allows it and what the service stores or uses. If allowed, keep a person in the loop for low-confidence results.

    • Data map: add the AI service as a system.
    • Next: the AI/ML path covers this in depth.

📖 Revise: Lesson 3: Project 2: the inbox router

Question ID sp-digital-automation-10-q5 · Report a mistake in this question
6. On 30 sample emails the router handles 28 correctly and sends 6 unclear ones to a person. What's the most useful next step?

Why each option is right or wrong

  • “Declare the router finished; 28 of 30 is good enough” (Incorrect): The two misses show specific gaps that are easy to fix.
  • “Remove the fallback, since most emails are routed well” (Incorrect): The fallback is why no email went unassigned; removing it creates silent misses.
  • “Rewrite the router using a different platform” (Incorrect): The design works; it needs small improvements, not a rebuild.
  • “Fix the misses; review corrections weekly” is correct.

    Each miss points to a missing phrase. Fixing them, and reviewing the person's corrections weekly, keeps improving the keyword table as customers' wording changes.

    • Example: "send back", "wrong colour" → Returns.
    • Track: correct-routing share each week.

📖 Revise: Lesson 3: Project 2: the inbox router

Question ID sp-digital-automation-10-q6 · Report a mistake in this question
7. A tidy-up run would change 33% of contacts. The change limit is 10%. It's the first-ever clean-up. What should happen?

Why each option is right or wrong

  • “Raise the limit to 30% permanently” (Incorrect): Later runs should change far fewer; a high limit would miss a real bug.
  • “Run it anyway, since the first run is expected to be large” (Incorrect): Expected or not, the large change is exactly the case the limit is for.
  • “Split it into three smaller runs to stay under the limit” (Incorrect): That gets round the safety check instead of using it.
  • “Pause for a person to review the report and approve” is correct.

    The limit exists so that large changes are checked. The first clean-up is expected to be large, so a person reviews the report and approves it. Later runs, with small changes, go through automatically.

    • Before live: two dry runs and a backup.
    • Following week: only 6 contacts changed.

📖 Revise: Lesson 4: Project 3: the weekly CRM tidy-up

Question ID sp-digital-automation-10-q7 · Report a mistake in this question
8. After a CRM field was renamed, a tidy-up without safeguards merged 200 contacts wrongly, because every email field looked empty. After restoring from backup, what should you add?

Why each option is right or wrong

  • “A rule to rename the field back” (Incorrect): The next change elsewhere would cause the same damage.
  • “A slower schedule, such as monthly” (Incorrect): Running less often doesn't stop a wrong run.
  • “Manual merging only from now on” (Incorrect): That brings back the manual work the automation was for.
  • “A sanity check, a dry run and a change limit” is correct.

    A check that stops the run when a key field is empty for most contacts catches this kind of bug. Dry runs show changes before they happen, and the change limit pauses large changes for approval.

    • Keep: the backup export before each live run.
    • Then: two dry runs before going live again.

📖 Revise: Lesson 4: Project 3: the weekly CRM tidy-up

Question ID sp-digital-automation-10-q8 · Report a mistake in this question
9. In a demo, the reviewer asks, "What happens when it fails?" Which demo shows this best?

Why each option is right or wrong

  • “Several successful runs, to show it's dependable” (Incorrect): Successes don't show how failures are handled.
  • “A slide listing the error types it handles” (Incorrect): A slide describes it; a live run proves it.
  • “An explanation that failures are rare” (Incorrect): Rare failures still happen, and the business needs to know what to do.
  • “A forced 401, the alert, the runbook fix and a retry” is correct.

    Showing a real failure, the alert reaching its owner, the fix from the runbook and a clean retry proves the part the business depends on most. It also shows the handover works.

    • Then: show the run log entry.
    • Rubric areas: Reliable and Handover.

📖 Revise: Lesson 5: Demo, self-review and case study

Question ID sp-digital-automation-10-q9 · Report a mistake in this question
10. In your rubric self-review, the CRM connection still has default broad scopes. How should you rate the "Connected" area?

Why each option is right or wrong

  • “Met; everything connects and works” (Incorrect): Working isn't the whole standard: least access is part of "Connected".
  • “Not yet, and remove the CRM from the capstone” (Incorrect): The connection works; it needs a small fix, not removal.
  • “Leave the area blank” (Incorrect): A blank area hides what you know and gives the reviewer nothing to go on.
  • “Partly, with evidence and the fix you'll make” is correct.

    An honest "partly" with a clear plan (reduce the scopes to the three the workflows use) is more useful than a vague "met". It also points to a quick fix before the demo.

    • Evidence: the scopes list in the credentials file.
    • After fixing: update the rating to met.

📖 Revise: Lesson 5: Demo, self-review and case study

Question ID sp-digital-automation-10-q10 · Report a mistake in this question

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