We know that workflows help eliminate repetitive manual tasks, as well as facilitate the organization and monitoring of individual and collective processes within a company. In this way, workflow automation helps make these processes even faster and simpler to carry out.
For most businesses today, well-manage (and easy to set up) processes, as well as workflow automation , are still a dream. Cutting out all the simple but time-consuming tasks that you want to avoid as much as possible (but that you know to be done) is something that every company should be able to do to optimize its working hours .
To make this dream a reality for your company, you to understand the importance of business process automation . To do this, it is worth knowing the general concept of workflow automation.
Using a workflow system can help you handle simple manual tasks. But you can also put together combinations of data inputs that will allow you to tackle the most challenging aspects of your business.
Workflow Categories
In short, workflow automation is a way to help everyone in their business save time . Automation simply specific database by industry means that you find a way to avoid wasting time by having a “machine” perform mundane tasks for you, such as:
- send emails;
- distribute tasks;
- monitor processes;
- create alerts.
Workflow automation is a great way to help you handle basic internal features and scenarios, as your business processes typically come with a lot of data to help you track their progress .
In the long run, this reduces the waste of resources, time and money by companies. It also improves the performance of processes and employees and increases revenue streams.
How does workflow automation work?
To understand how workflow automation works , you need to understand how it’s incorporated into a process. So, we’ll use a simple example to explain how automation can help you visualize your workflows and then decide which tasks can be automated.
Let’s say your company sells notebooks. Having a successful workflow automation process would help ensure that it goes like this:
- A customer calls/visits your website/meets a sales rep to place an order for your latest notebook;
- The sales rep will take your order over the phone, in person, or online, automatically creating a new task card (if you’re using Pipefy, the online form option is a great way to get information from your customer directly into your process);
- Your customer processing team will then take the order, automatically to them, and hand it off to the fulfillment team;
This is a very simple process — as simple as a workflow can be. And as we’ve seen, it becomes even more efficient through automation of the steps.
Workflow automation will ensure
That all steps in the process flow together more smoothly , allowing each phase to occur as quickly and easily as possible. The coordination of this what will hr look like in the future? check out the biggest trends that are transforming the market process can be improve through the use of workflow management tools, making the entire process take less time.
All employees responsible for each phase of their processes will have access to the work steps and also to the stipulate and dates, ensuring that cooperation across the company becomes a value . It also ensures that senior management can see the progress of each and every event within the business, providing help when something is stuck.
Automating your workflow through a management tool like Pipefy allows you to minimize the risk of failure , maximize efficiency, and avoid common process automation mistakes . All of this ensures that your goals can be achieve. It also helps people know exactly what actions to be taken within each task.
Automating your workflows allows you to prepare and plan every part of your business more easily and correctly.
Read also: What is hyperautomation?
Automate your workflows with Pipefy!
Pipefy helps companies stay and more productive by executing their daily processes and routines through an easy and intuitive tool. We help you leave america email list behind manual forms, spreadsheets, and long email exchanges, all of which are inefficient.
Pipefy also allows you to connect and automate simple tasks with essential workflow management tools , such as email templates .