The Benefits Of Workflow Automation

TLDR: Automating your business’ workflow can help with organization and consistent delivery of services. It can also help track logistics for moving products. From sending emails and reminders to clients, as well as managing a pipeline for remarketing, workflow automations provide operation solutions for your company!

When your company has several moving parts to manage it can be costly and time-consuming to do everything by hand. Tracking products, marketing to contacts, and communicating with customers all require consistent attention, but there are certain things that can instead be automated. 

Workflow automation takes these tasks and uses a platform, like CHIIRP, to set parameters that they will automatically be performed under. Since this allows you to customize almost every moving part, workflow automation is a powerful tool for completing tasks. 

What Can You Manage With Automated Workflows

The simple answer is almost anything. While some business operations benefit from a personal touch and more direct influence, automation can simplify quite a lot. Let’s first look at how workflows know what to do!

The first step to setting up any workflow is choosing a trigger. Triggers are the initial action that prompts the rest of the workflow to fire. Such things as an appointment being made, a form being filled out, or even an incoming phone call can be triggers. Triggers can also be filtered by specific details, like using certain phone numbers or means of communication.

From there you have a plethora of options at your disposal for what happens after the trigger. Creating a lead, sending an internal notification, and assigning a user, are all examples of what you can do. But the real power of a workflow comes from setting conditions to fine-tune what actions are being performed.

Most workflows use a series of  “if/then” settings to know when to trigger the automation. By using “if/then” parameters you can further narrow down when an action triggers, who it will trigger for, and when the trigger stops. This means that you can even manage employee processes with workflows!

It’s pretty easy to see why having a workflow to automate your processes is valuable, but it has many more benefits than just relieving you of some admin work.

How To Benefit From An Automated Workflow

Nearly any business can benefit from automation, simply because it relieves you of small, time-consuming menial tasks. But automation also frees you from the woes of making small mistakes that can come back to mess up a process down the road. While it may take some time to get your workflow perfect, once it is set up there is no chance of it changing abruptly or allowing for user error. 

Workflows as a whole offer these benefits:

  • An increase in efficiency
  • Reduction of human error
  • A boost to overall productivity
  • Speeds up processes

All of this also means that you save money in the long run because you and your employees can spend labor doing more important things that directly influence revenue. 

Another benefit of workflows is that you are essentially mapping out a long-form process, giving you a better view of the task. This can help cut out redundant or outdated tasks that could be taking extra time and resources.

Perhaps the biggest benefit gained from automation is that you can accurately track performance and revenue as well as source leads. Most workflow platforms have a pipeline that can track a lead through all stages of the marketing funnel. So you know exactly where your leads came from, which leads were won, lost or closed, and how much money you are making from a specific source.

Workflows Benefit Any Industry

From service-based industry to healthcare and more! Any business can use automated workflows to bring a new level of task management to their operations. Because you can make static or dynamic workflows, having a strict process isn’t necessary. 

Static Workflows: Static workflows mean that there is no variance in the steps taken. A sequence is executed despite any other variables present. This is useful for creating opportunities and sending follow-ups to customers.

Dynamic Workflows: These workflows can change the steps taken depending on certain parameters, which makes the whole automation incredibly flexible. When setting after-hour responses or assigning tasks to different users, dynamic workflows can use a schema template to determine what step to take next.

Key Takeaways:

Automated workflows are a powerful tool for any industry. They reduce labor spent on menial tasks, increase efficiency and even help lower the chance of error. By setting “if/then” parameters and utilizing specific triggers, almost any task can be accomplished on a regular basis with little intervention. Having both static and dynamic workflows also gives you the flexibility to capitalize on automation no matter the task at hand!