Workflow automation refers to components of a workflow that are self-activating. When a specific step in the workflow occurs, events that have been programmed into the sequence (such as an email notification) are triggered. These events are automatic in the sense that no additional human action is required for them to take place. Workflow automation is a feature that makes business processes simpler, faster, and much more accurate.
What are the benefits of workflow automation?
Businesses lose up to $1 trillion each year as a result of inefficient or inaccurate processes. But reducing waste isn’t the only advantage of automating your workflows. Other benefits include:
Increased productivity—Employees who aren’t bogged down by repetitive tasks have more time to be strategic, creative, and proactive.
Improved accuracy—Automation reduces the opportunities for errors by eliminating unnecessary inputs.
More efficiency—Fewer resources are spent on repetitive, time-consuming tasks. Automated actions speed up processes and reduce response times.
Streamlined communication—Communications gaps are eliminated or minimized when emails, feedback requests, and other types of communication are automated.
Accountability—Responsibility for each step in the workflow can be assigned to a specific user(s), improving accountability.
Better visibility—Managers can track the progress of a specific task in the workflow
Building an automated workflow
Step 1: Identify the business processes
Human resources planning (HRP) is the identification and management of all of an organization’s hiring needs. It involves accounting for an organization’s HR supply, future demands, forecasting, strategy, and implementation. To be effective, HR must balance long and short term staffing needs with business goals and the realities of the business climate.
The HR team at James Delivery did just that. In 2020, the COVID-19 pandemic caused an increased demand for delivered products. The company grew quickly, and the HR team was overwhelmed with documentation. By introducing workflow automation, the HR team streamlined the recruiting and onboarding processes, from data entry to communication. They achieved an astonishing 134% ROI in just two months!
Step 3: Select your workflow automation software
Finally, select your workflow automation software. Some products offer basic functionality, while more established platforms offer features like advanced automation options and additional language support.
Here are some examples of automation in action:
Request a free trial today to see for yourself how Pipefy can automate your company’s processes.
Workflow automation is effective for both complex and simple processes. A single platform can be used to set up automated workflows in different areas of the business, and customers and vendors can use the platform to make it easy to track and manage processes from start to finish.