Are you tired of holding off on contacting clients until Janet updates the spreadsheet? Janet, get your act together.
Here’s some genuine water cooler conversation, though.
Your coworker probably isn’t intentionally holding you back. Your workflow and procedures are more likely to be.
Fortunately, you are no longer limited by automated workflow software. Janet and you can both escape.
This article will introduce you to workflow automation, your new best friend at work. Let’s clarify:
Workflow automation: what is it?
How industries are benefiting from automated workflows
How to determine which processes should be automated (no coding needed)
Software types for automated workflows
Let us guide you from a novice in automation to a master of process. Let’s go with the flow.
Discover the fundamentals of workflow automation.
Let’s go over the fundamentals first: what is a workflow?
A workflow is a set of activities, or actions, carried out in a particular order in order to accomplish a goal. One typical example of a workflow is the onboarding of a new client or employee.
What exactly is workflow automation, then?
Workflow automation, also known as workflow process automation, is the process of automating particular operations or processes inside an organization using software and technology.
Basically, you automate time-consuming, repetitive manual tasks. However, it is more targeted than simple automation.
Automating complete processes or workflows from beginning to end is known as workflow process automation.
Workflow automation usually involves automating tasks across departments and systems. You’ll probably need a few gadgets or other tools. Additionally, workflow automation frequently makes use of cutting-edge technologies like robotic process automation (RPA) and artificial intelligence (AI).
How industries are benefiting from automated workflows
Workflow automation reduces tedious tasks and uncomfortable interactions with coworkers like Janet.
But is it really as bad as it seems? Now let’s examine the data.
Every statistic below is taken from a Zapier study.
Marketing workflow automation
Marketers use automation to save 25 hours every week. They are the sector that uses automation the most at the moment.
For internal project management, scheduling communications, and customer nurturing (think: lead magnets, abandoned cart nudges, re-engaging subscribers, ect.), the majority of marketers employ workflow automation.
Advice: Chat GPT is being used by a lot of marketers to improve their customer service. This is frequently an important step in any marketing process.
How customer service streamlines their processes
It can be challenging to promptly handle complex client inquiries.
The most patient people in the world can save 16 hours a week by automating workflows. At last, a victory for the call center staff.
The automatic creation, assignment, and pre-filling of tickets may be a typical automation pipeline for customer support. Automatic internal communications and approvals may be initiated when the problem has been resolved. Auto-replies and a customer follow-up for input come next.
Human resources workflows that are automated
Robots are being used by numerous teams to perform repetitive human resources tasks. You can understand why it saves HR professionals an average of 8 hours every week.
One of the most common processes to automate is onboarding employees. The team not only saves time. However, it also offers a quick and easy candidate experience. One that is universally the same.
How workflow automation is managed via accounts payable
The other figures are more striking. But it’s nothing to sneeze at to gain four hours a week through automation.
Furthermore, despite what our accountant buddies may say, it’s not always about the time and money saves. Errors can also be decreased by workflow automation. which is fantastic for keeping the books balanced.
Find out how your workflow might be enhanced by automatic text messaging for accountants.
Workflow automation for IT workers
Automation should be mastered by the IT department. Therefore, it should come as no surprise that they use tools and software in their work to save 20 hours a week.
They might concentrate on automating software upgrades and deployment, keeping an eye on system performance and health, controlling network security, and addressing help desk inquiries. Jira, which you can use with SMS, is a well-liked project management and issue tracking solution for IT teams. Are you interested? Discover how to use Jira to deliver SMS notifications.
How to determine which processes should be automated (no coding needed)
Automation may seem difficult, but it’s actually much simpler than you might imagine thanks to the development of no-code technologies.
Tasks can frequently be automated using integrations. We have over 900 integrations, so you should know that these may frequently be set up with just a few clicks.
Prior to exploring no-code tools. Which workflows to integrate is up to you. Asking yourself a few straightforward questions will help you do that:
What kind of employment is this? Is it menial or repetitious?
Do you do that on a regular basis?
Is information being moved?
Is it taking your attention away from more crucial tasks?
It’s advisable to leave it a manual task if it calls for creativity, emotional intelligence, or a human touch.
Check out our no-code guide and read Demystify No-Code.
Software types for automated workflows
Workflow automation will yield the most benefits if you consider ways to make teamwork more efficient. rather than concentrating just on your personal to-do list.
One of the finest ways to accomplish this is through project management. Project management apps like Jira and Trello are used by the majority of teams.
However, not everyone is aware of the built-in automations in these tools. These automations provide the ability to assign tasks, alter statuses, and issue reminders. when you’re engaged in other tasks.
Additionally, these technologies have the ability to interface with other software. Project management systems, for instance, can be integrated with communication platforms like ClickSend. Important project updates can then be instantly sent to teams via SMS.
There are some excellent no-code data management options available if you want to go beyond project management. These can really help you improve the automation of your operation.
Data can be gathered and organized using programs like Google Sheets or Airtable. Custom databases and forms that can automatically gather, arrange, and retrieve data can be created by teams. Hi, time-saving.
Create your work and let it flow.
Ready to give process automation a try? At ClickSend, we’re already on board. We employ integrations and automations in all of our products, including our own, and we’re huge supporters of Slack and Zapier.
Google Sheets is an excellent place to start if you want to practice sending SMS using a no-code tool. To get you started, we’ll even offer you some credit.