How To Introduce Automated Business
Mar 17 2023

Any sort of business involves at least one administrative procedure, including data input, human approval, information routing, document scanning, etc. These manual, repetitive operations frequently result in two main problems: first, they rob workers of valuable time that could be spent on duties that are more beneficial to the organization’s ultimate objective. Administrative jobs frequently demand individuals perform outside of their core skills, which ultimately results in a waste of time and resources on the part of the firm.

The second is that mundane, repetitive jobs are prone to human error, and even small administrative mistakes can have serious consequences if they are not handled properly. How therefore can we automate these routine administrative chores while maintaining their accuracy?

Workflow Automation Provides The Solution

The notion of workflow automation, how it helps your organization, and especially how to apply them will all be covered in this article.

What Is Automation of Workflow?

Workflow automation, as the name indicates, is the practice of automating manual procedures using software designed for this purpose and other digital technologies. A workflow is a collection of processes or operations that, when completed, will accomplish a goal and provide a result.

The Two Key Principles For Automation

Modern software can complete simple tasks considerably more quickly than human users, especially when AI is included. While entering 1,000 fields of data manually might take an average of data entry administrator hours, the correct software can do it in a matter of seconds.

By automating the operation, we can lower or even completely remove the possibility of human mistakes because software programs are reliable and accurate.

Document approvals, including those for purchase orders and reimbursement forms, are a typical use of workflow automation. This kind of process often consists of a predictable and repeatable series of steps: a reviewer manually evaluates the document by a set of standards and decides whether to accept or reject it. This whole operation may be streamlined while eliminating human errors like delivering the wrong form to the wrong person or calculation mistakes by automating these predictable stages.

Workflow Automation: A Step-by-Step Guide

It may appear difficult and complicated to automate a workflow, but if you follow these instructions, you’ll realize that it’s a lot easier than it seems.

Decide On Your Goal 

Why would the workflow need to be automated in the first place? Ensure effectiveness? Is increasing production minimizing errors? Every workflow is different, thus we must decide what goals we want to achieve to execute workflow automation successfully. Additionally, by doing this, you’ll be able to convince stakeholders that the expenditures you would need to make in process automation are worthwhile.

  • Determine the workflow to automate in step two
  • If your company simply has one workflow, then this will be a simple procedure

But because most firms have more than one workflow, choosing which one to automate is essential. First, keep in mind that not all workflows can or should be automated. Whether the workflow can be automated (i.e., whether the necessary technology exists to do so) Whether automating the workflow is financially possible (i.e., whether the returns you’ll receive from doing so outweigh the costs) Next, you may select a workflow to automate using one or more of the following strategies:

  • Strategic: choosing a process that will significantly affect the company (i.e., has a direct impact on revenue)
  • Reactively: deciding to tackle glaring problems in a workflow (i.e., repetitive and inefficient approval process)
  • Consumer-centric: choosing a workflow that directly affects the experience of the customer (i.e., shortening queue time)

Compile Data

The following step after deciding which workflow to automate is to learn as much as you can about that workflow. Observe how the workflow is presently carried out and ask stakeholders for their opinions. The details you should compile are as follows:

  • The workflow’s beginning point and ending point
  • The needed tasks list to complete the workflow
  • The data required to complete each stage or job
  • What data is required to make decisions if there are any in the workflow
  • The workflow automation will function better the more data you can collect
  • Choose your technological solution in step four

The next crucial step is selecting the best technological solution to properly automate your desired process because different workflows could require different technologies to automate them. There is no one-size-fits-all solution, however, the following are some important characteristics to consider while selecting workflow automation software:

  • Workflow diagram creator with drag and drop (no coding required)
  • Simple to use (preferably drag and drop) Visual rule builder for forms
  • Automatic notifications and reminders
  • An interface that is user-friendly and mobile-friendly
  • Reporting and analytics
  • Integration with other solutions you offer

Creating A Process Map

The majority of workflow automation software programs use flowchart-based workflow diagrams to automate your workflow. To fine-tune the automation, you can quickly create a process diagram and adjust each workflow step using a workflow automation solution. To automate judgments, you may, for instance, incorporate conditional rules into your process. The correctness of the diagram should be as exact as feasible depending on how the procedure is being carried out.

Assess The Automated Process

Before implementing the automated workflow, test it thoroughly. Include the original stakeholders in the workflow to assess how well the automation works and if the workflow is more efficient now than it was before the automation, or whether the opposite is true.

Before automating a workflow, it is imperative to ensure that it is as effective as feasible. Automation of ineffective workflows will only make them more ineffective and unproductive. Look for inefficiencies and bottlenecks in your workflows and re-optimize them as necessary.


Workflow automation is more crucial than ever in the quick-paced, agile corporate world of today. Your workflows can be automated to free up your staff members’ time from doing monotonous office duties. Reduce human error rates while simultaneously increasing workflow execution accuracy. Workflow automation will eventually boost the productivity and operational effectiveness of your company.

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