When to use workflow automation: a beginner's guide

Enterprise automation has evolved from a novel concept into a fundamental aspect of corporate operations, reshaping how companies and their workforce perceive their roles. Nevertheless, many organizations still patch together their processes using existing tools, leaving untouched the daily routines that could benefit from automation. If you’re considering implementing or updating your department-owned process automation for the first time, it can be difficult to determine where to begin.

In this guide, we will walk you through the steps to decide whether a process is ripe for automation and how to approach creating a workflow (with actionable success stories from industry-leading companies who have already done it!). Learn how to identify which clicks, emails and data input could be streamlined and automated, so that you can spend more time on higher-value activities.

If you feel ready to take control and empower your team to manage these processes independently, now may be the right moment to introduce business user-owned and citizen-developed workflow automation.  

Download this 16-page, in-depth report and discover:

• The first 5 questions to ask before automating any process to ensure success
• Fifteen of the most common (and successful) workflow automation use cases
• How to introduce business user-owned and citizen-developed workflow automation