Workflow automation is software doing the predictable middle bits without being asked every time.
A trigger happens, a few rules are checked, and the routine steps move on their own.
A simple example
A website form arrives. The customer gets an acknowledgment. A lead record is created. The right person is assigned. If nobody follows up by tomorrow, a reminder appears. That is workflow automation.
What it is good at
- Moving data
- Creating records
- Sending routine messages
- Checking status
- Scheduling reminders
- Assembling repeat reports
What it is bad at
- Ambiguous judgment
- Negotiation
- Sensitive exceptions
- Workflows that change every week
The best automation often looks boring
That is usually a sign it is doing something useful.
Talk to us about your workflow
You do not need to know the technology. Start with what is taking too long or falling through the cracks.
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