Workflow Automation Explained & 6 Best Workflow Software for 2022
Data Entry Automation, Marketing AutomationWorkflow Automation Explained & 6 Best Workflow Software for 2022
Manual data entry might be one of the most tedious and inefficient tasks in the corporate world. Not only does it put you to sleep, but it also wastes precious time and resources, slashing your productivity to bits.
According to Zapier, 94% of workers perform time-consuming, repetitive tasks. Fortunately, there’s technology that can automate these mind-numbing tasks, eliminating human error and letting you focus on the work that actually matters — workflow automation.
By leveraging self-operating processes that run manual tasks, workflow automation can help your business save time and money, diminish errors, and boost productivity.
Table of Contents
How does workflow automation work?
Workflow Automation Examples
Best Workflow Automation Software
How does workflow automation work?
Workflow automation typically relies on a series of if/then statements to trigger another task. It then branches off depending on the action that was taken by a lead, employee, or another stakeholder.
Let’s walk through an example workflow for turning a form submission into a deal opportunity.
A website visitor submits a form.
The action automatically enrolls the visitor in a drip campaign. It creates a new deal and sets the status to "New."
The first email of the drip campaign is sent to the lead, requesting to schedule a meeting.
The lead clicks through to the meeting scheduler and creates an appointment.
A thank you email is sent to...
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