Workflow Automation

What is workflow automation?

Workflow automation is defining a series of tasks to complete a process, and then removing all the manual steps. It’s like watching dominos fall in a cleverly orchestrated, harmonious pattern.


How does workflow automation help you?

From admin to finance, and IT to marketing, workflow automation can liberate all departments from the burden of manual processes. Here’s how every department in your company can benefit from a workflow automation software:


Human resources

  •     Drastically reduce paperwork

  •     Source, verify, and recruit candidates faster with automated approval

  •     Ensure compliance on all processes

  •     Improve workflow visibility

  •     Provide swifter onboarding/offboarding experience


Finance

  •     Simplify document management

  •     Save time on approval processing

  •     Schedule auto-payments for recurring invoices

  •     Create a smart payroll management system

  •     Integrate data with other accounting software


Marketing

  •     Delegate repetitive, menial tasks to the system

  •     Collaborate on workflows with teammates in multiple locations

  •     Ensure all content gets approved by the right eyes

  •     Establish a consistent process to nurture and follow up with quality leads

  •     Autopilot multiple campaigns and monitor them from a unified dashboard


Sales

  •     Simplify list building by standardizing the process

  •     Make sure all leads get the same red carpet treatment

  •     Never let a lead slip through the cracks due to error

  •     Get insightful report and analysis on ongoing processes

  •     Send contextual welcome, thank you, or promotional emails


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