Everything you should know about workflow automation

It’s no secret that companies lose billions of dollars yearly to inefficiency. It has been estimated by the CMO Council, an organization dedicated towards helping businesses improve their marketing capabilities through research and data analysis, that firms lose USD 1 trillion every year solely on inefficient management tasks!

That’s why we need automation to save time, increase productivity and reduce costs.

What is workflow automation?

Workflow automation is automating tasks and processes within a business or organization. It can streamline various enterprise processes, including human resources, customer relationship management, accounting, and supply chain management. By using workflow automation, organizations can save time, reduce errors, and improve communication and collaboration. Businesses can improve efficiency and productivity by automating repetitive tasks while freeing employees to focus on more strategic tasks. When used correctly, workflow automation can be a powerful tool for businesses of all sizes.

What processes can be automated?

Workflow automation can automate several business processes, including document management, approving invoices and expense reports, onboarding new hires, and processing customer orders. Workflow automation can also help to streamline communication between different departments and employees. By automating these processes, businesses can improve efficiency and productivity while reducing costs. In addition, an automated workflow can help to improve accuracy and compliance with internal policies and procedures. Workflow automation can also provide a number of other benefits, such as reducing the need for manual data entry and increasing the speed of communication. It can automate more complex processes like order fulfillment or customer service.

Automation can seem like a difficult or even an unattainable goal for many organizations. The biggest challenge most businesses face when considering implementing new automated processes into their workflow comes from uncertainty about where they should start — there’s just too much information out on what’s possible these days. However, by studying the right use cases and case studies you will find that automation is easy to implement. There are a nearly endless number of ways to automate tasks using workflows, but here are just a few use cases in different industries to give you an idea of the possibilities:


Sync your customers to an email list – Email marketing automation is a great way for e-commerce businesses to create campaigns to sync your customers, as it can generate more sales with targeted emails.

Purchase order – Purchase order automation can be a great way to streamline the ordering inventory from suppliers. For example, you might have rules about first choice suppliers for different items so that when an increase in sales is expected or if there’s any type of deal going on at your company then it will automatically raise their purchase orders ahead of time with no extra work.

Creating and sending invoices to customers – Businesses can save time and resources by automating invoicing and payments. In addition, automating e-commerce transactions can help to ensure that all payments are processed quickly and efficiently.


Managing employee onboarding and training processes – The process of hiring a new employee can be time-consuming, and automation takes the pain out. Automation provides structured learning paths to an individual’s role in your business, saving you hours every week on inefficient training sessions with humans or software that is difficult to use for everyone involved.

Conducting performance reviews and managing employee development plans – Automating this process and ensuring that all required information is communicated to each employee will allow for more participation from them and on-time completion of these important documents.

Banking and Insurance

Document management – Document management automation helps businesses to streamline their document flow process. It involves the use of workflow automation to identify and replace unique elements in documents, while retaining reproducible elements. This can be extremely helpful in reducing the amount of time and resources required to generate accurate documents.

Know your customer (KYC) verification process – KYC automation is essential for banks looking to reduce friction and time spent on KYC. By automating the process, they can quickly validate identifying documents with biometric data automatically and cross-reference paperwork from third party databases – making sure every detail gets checked before granting access/trustworthiness in your application!

Mortgage lending – Workflow automation has greatly impacted on the process of approving mortgage loans. In the past, the process could take up to 30 days. But by automating the checks for things like employment history, required KYC and credit worthiness documents, the process is now much faster and delivers a better customer experience.

Sales and Marketing

CRM update management – CRM automation is the process of automating workflow tasks within a CRM system. It can help businesses to improve efficiency and productivity by reducing the need for manual data entry and simplifying complex processes. There are a number of different workflow automation tasks that can be performed within a CRM system, including lead management, contact management, and opportunity management.

Lead management – Lead management enables businesses to manage and automate lead flow processes. Lead management automation helps businesses to automate their lead capture, lead assignment, lead nurturing and lead conversion processes. It helps businesses speed up their sales cycle, improve sales productivity and increase customer conversion rates.

Analytics and reporting automation – Using automation can help you keep track of your web analytics daily. By setting up alerts and reports, you can receive notifications when something important happens, so you can take immediate action. In addition, these tools can help you automate tasks such as report generation, so you can spend more time on other aspects of your job.

As you can see, these are simple workflow automation use cases that can be used in various ways to streamline nearly any type of business process. There are many complex use case possibilities in almost every domain and industry. If you’re looking for ways to improve efficiency in your business, workflow automation is definitely worth considering.


Workflow automation can help businesses optimize their processes by replacing manual tasks with software that is designed to execute all or part of a process. It also helps to improve transparency and accountability by providing a clear audit trail of all actions taken throughout the process. Overall, workflow automation benefits businesses looking to streamline their operations.

Businesses can:

Improve the IT network administration by automating tasks and processes related to network administration.

Improve the DevOps collaboration by automating tasks and processes related to the development and operations of software applications.

Increase productivity by automating tasks, processes, and workflows.

Improve compliance by automating tasks, processes, and workflows.

Reduce costs by automating tasks, processes, and workflows.

Improve accuracy by eliminating human error from manual tasks.

Enable cross-platform integrations that can help automate and integrate the apps seamlessly to simplify the workflows.

Workflow automation platforms have revolutionized the way businesses operate. By automating repetitive and time-consuming tasks, these platforms can help companies to improve their efficiency and productivity. However, with so many workflow automation platforms in the market, it can be challenging to know which one is right for your business. There are a few key factors that you should consider while choosing a workflow automation platform, such as:

Ease of use: The workflow automation solution should be easy to use and understand. It should have a user-friendly interface that employees can easily navigate.

Integration: The workflow automation solution should be able to integrate with your organization’s existing systems and applications to ensure a smooth transition and minimize disruptions.

Flexibility: The workflow automation solution should be flexible enough to accommodate your organization’s changing needs. One could scale up or down as needed.

Cost: The workflow automation solution should be cost-effective. It should provide value for money and not break the bank.

By considering these factors, you’ll be able to choose the right workflow automation platform for your business.

The automation and integration market is continuing to grow rapidly, with Gartner estimating it will exceed $9 billion in revenue by 2025. This growth is driven by the increasing need for businesses to automate their processes and integrate their systems to improve efficiency and reduce costs. With the automation and integration market set to continue growing strongly, there are huge opportunities for businesses that can provide solutions in this area. In particular, iPaaS (Integration Platform as a Service) is seeing strong growth as it allows for a scalable and flexible platform for businesses to build their automation and integration solutions.

We believe that any organization can and should automate. Determining key areas can simplify and improve your business workflows and processes using the best workflow automation platform. It helps enhance overall productivity and consistency and increases the business profits. More and more businesses are turning to automation to keep their workflows running efficiently.



Views expressed above are the author’s own.


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