What is an Automated Workflow and How Can You Automate Yours?

Published on August 16, 2022
2 min read
Integrations
Icon Saphyte Team
2 min read
Updated:

An automated workflow can shorten sales cycle and drive growth for your business fast. Learn how to automate your workflow here.

We live in a time where technology and automation blend well together. However, a few brands and businesses still prefer to work manually.

Upfront, manual tasks may seem harmless. However, repetitive tasks require employees to log in and out of multiple systems or switch from one platform to another.

Thus, affecting performance at work. The only way to solve this problem is through automated workflows.

What is Automated Workflow?

Workflow automation is designing, streamlining, executing, and automating tasks. The end goal of this process is to automatically route between people, technology, and data based on predetermined business rules.

This process creates better administrative oversight across businesses’ cloud, operating system, network, and departmental interactivity.

One of the primary benefits of automating workflows is optimizing business processes by replacing manual tasks with software features that executes all or part of a process. By reducing human errors and eliminating many time-consuming tasks, such as manual data entry, businesses now have the capacity for scalability.

The benefits don’t just end there. Here are some of the benefits of workflow automation.

Reduce costs

Streamlines task management and email marketing

Reduces errors from manual entry

Automates approval and document flows

Reduce paperwork

Improve workflow visibility

Provide swift onboarding/offboarding experience

Example of Automated Workflow

Every department has its own monotonous and repetitive tasks. Business leaders now opt for automating workflows to lessen the burden, boost efficiency and employee morale, and improve work visibility.

Here are some examples of automated workflows in the business that you can apply.

Customer Onboarding

Customer onboarding is the initial stage of the customer journey once they begin using your product or service through a subscription or signing up for a free trial. The workflow sends it to the customer, thus eliminating the action of manually sending out emails when a lead fills a form.

The onboarding stage of the customer journey often predefines the customer’s relationship with a product or brand. Hence, a vital experience that should be made as positive as possible.

Automated Email Nurturing through Email Drip Marketing

Your sales team has too much on their plate; automating some of their tasks can go a long mile. Whenever a lead subscribes to a service, you can automate some of the lead nurturing emails through email drip marketing tools. 

Drip email campaigns allow brands and businesses to engage their prospects and customers more efficiently. Since these emails are preset, they only send emails based on specific actions. Hence, giving brands a better chance of getting an interactive and genuine response from their prospects.

How to Create an Automated Workflow

There is plenty of software that allows you to create workflows. However, it is great to have a tool where you can create automated workflows and store your data simultaneously, like Saphyte.

Saphyte is a cloud-based, centralized platform that supports sales and marketing operations through automation and innovative tools. Saphyte’s ecosystem has one of the most innovative workflow automation features that you can use to automate some of your manual tasks.

Users can build their workflow and, at the same time, visualize it by dragging, dropping, and connecting workflow nodes. There’s no need to switch from one software to another or code your instructions to the workflow.

It’s as easy as creating a chart on your Powerpoint presentation. You must drag and drop, connect the nodes, set the triggers, and implement. Below is a figure on what your workflow would look like.

Start Your Automated Workflow Here!

Automating your workflow is a vital and crucial investment you can make for your business’s success. This feature is not limited to any specific department. Rather, it has something in store for every aspect of your business.

Time to streamline and automate your business’s repeatable business tasks, minimize room for errors, and increase overall efficiency. Get started with Saphyte today!

Curious how digital ecosystems can help improve your business?

Check out how digital ecosystems can boost your company performance by getting started here.

Book a Demo
November 16, 2022