What is Workflow Automation?

Workflow automation utilizes software to complete routine business tasks without
the need for human input, meaning your workload lightens while productivity soars.

Data flows securely between integrated platforms, triggering thousands of tasks and
subtasks that fulfill your processes quickly, consistently, and hands-free.

A few common examples:

      Tasks are routed to the appropriate team or individual
      Notifications are sent when a project reaches certain milestones
      Workload distribution by volume, time, or custom criteria
      Convert emails and form submissions into service requests
      Automatic creation and delivery of calendar events and invites
      Tracking project status and notifying of impending or late deadlines
      Data-rich communication via Slack, WhatsApp, SMS, or other platforms
      Document generation and delivery of invoices, contracts, onboarding materials
      Tailored notifications for important but infrequent tasks
      Data from emails and forms is formatted and distributed across platforms
      Business data is consolidated into reports and custom dashboards
      Tasks are routed to the appropriate team or individual
      Notifications are sent when a project reaches set milestones
      Workload distribution by volume, time, or custom criteria
      Convert emails and form submissions into service requests
      Automatic creation and delivery of calendar events and invites

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Hands-Free Productivity

The use of software to complete routine business tasks with little-to-no human intervention required.

Core business operations like data management, internal processes, marketing, sales, and HR include dozens of repetitive tasks that don't require human creativity or critical thinking.

Workflow Automation offloads these tasks, freeing your teams to focus on what matters: exceptional customer service and business growth.

Business who automate repetitive tasks report:

Reduced Costs: Average 35% reduction in operational costs

Time Saved: Employees get back up to 3.6 hours each week

Industry Standard: 48% of organizations currently use automation

More Conversions: 77% increased conversions with marketing automation

Exceeds Expectation: 85% report extra benefits like accuracy, speed and flexibility

ROI: An average return of $6.74 for every $1 invested in automation

Ready to get started? Book your free consultation

Step-by-Step Instructions

Workflows are mapped into a series of trigger + action instructions
that the software executes automatically.

Think of a common business task: Processings New Leads
The following steps need to occur:

Trigger: Website Form Received

Action: Add New Contact to CRM

Action: Segment + Add to Email Marketing Campaign

Action: Generate Lead Documents + Folder Structure

Action: Assign New Lead to Sales Team

Action: Send Welcome Email

This is a common lead generation pipeline, but how many resources are required? Let's say this task takes 15 minutes to complete, with 8 form submissions each week:

15 min x 8 forms = 11.56 days a year to do this task manually

What could you do with an extra few weeks of time? Book your free consultation call.

Automations for All

Every business can benefit from automation, but small to medium-size businesses (SMBs) experience a unique competitive advantage.

88% of SMBs say automation allows them to compete with larger companies by enabling them to move faster, reduce errors and offer better customer support.

The SMB Advantage:

Nimble + Powerful: Automation allows SMBs to better respond to industry challenges by freeing up resources, reducing costs, and enabling data-driven decision making.

Scalable Solutions: Automated systems can handle repetitive tasks regardless of volume, so as the business grows, the automation scales with it.

Force Multiplier: Automation fuels SMB growth by freeing up human potential to focus on strategic initiatives and core competencies.

Higher ROI: SMBs who automate report cost savings, increased efficiency, and the ability to focus human talent on higher-value activities that drive growth.

SMBs leverage automation to compete with larger players by streamlining tasks and delivering exceptional customer value, all while staying agile and scalable in a changing market.

Ready to get started? Book your free consultation call.

Hands-Free Productivity

The use of software to complete routine business tasks
with little-to-no human intervention required.

Core business operations like data management, internal processes, marketing, sales, and HR
include dozens of repetitive tasks that don't require human creativity or critical thinking.

Workflow Automation offloads these tasks, freeing your teams to focus on what matters:
exceptional customer service and business growth.

Businesses that automate repetitive tasks report:

Reduced Costs: Average 35% reduction in operational costs

Time Saved: Employees get back up to 3. hours each week

Industry Standard: 48% of organizations currently use automation

More Conversions: 77% experienced increased conversions due to automated marketing

Exceeds Expectations: 85% report unexpected benefits like accuracy, speed and flexibility

Impressive ROI: An average return of $6.74 for every $1 invested in automation

20 minutes
Time per task

10 forms
Each week

19.26 days
Human labor

Ready to get started? Book your free consultation call.

Step-by-Step Instructions

Repetitive workflows are mapped into a series of trigger + action instructions that the software executes automatically.

Think of a common business task: Processing New Leads
This task can be mapped into the following steps:

Trigger: New Form Submitted to Website

Action: Add New Lead to CRM

Action: Segment Lead to Email Marketing Campaign

Action: Generate Lead Documents + Folder Structure

Action: Assign Lead to Sales Team

Action: Deliver a Welcome Email

20 minutes
Time per task

10 forms
Each week

19.26 days
Human labor

This is a common lead generation pipeline, but how many resources are required? Let's say this task takes 15 minutes to complete, with 8 form submissions each week:

15 min x 8 forms = 11.56 days a year to do this task manually

What could you do with an extra few weeks of time? Automating repetitive tasks like these can dramatically reduce your operational workload. All while increasing productivity, slashing error rates, and improving compliance.

Ready to get started? Book your free consultation call.

Automations for All

Businesses of every size benefit from automation, but small to medium-size businesses (SMBs) experience a unique competitive advantage.

88% of SMBs say automation allows them to compete with larger companies by enabling them to move faster, reduce errors and offer better customer support.

The SMB Advantage:

Nimble + Powerful: Automation allows SMBs to better respond to industry challenges by freeing up resources, reducing costs, and enabling data-driven decision making.

Scalable Solutions: Automated systems can handle repetitive tasks regardless of volume, so as the business grows, the automation scales alongside it, keeping the business efficient and responsive.

Force Multiplier: Automation fuels SMB growth by freeing up human potential to focus on strategic initiatives and core competencies.

Higher ROI: SMBs who automate report cost savings from reduced manual work, increased efficiency leading to more output, and the ability to focus human talent on higher-value activities that drive growth.

20 minutes
Time per task

10 forms
Each week

19.26 days
Human labor

Small to medium-size businesses leverage automation to compete with larger players by streamlining tasks and delivering exceptional customer value, all while staying agile and scalable in a changing market.

Ready to get started? Book your free consultation call.

Popular Use Cases

Automation Examples by Use Case

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Discovery

How are business leaders using automation?

Here's just a few of the thousands of automated workflows available to your businesses. ‍

Platforms Included

Automated Order Management

Order status is updated

TRIGGER

Customer is notified of status update with personalized email

ACTION

After delivery, a thank you email is sent requesting a review

ACTION

Reviews are archived + analyzed for insights and future services

ACTION

Product reviews are added to the e-commerce page

ACTION

Inventory + accounting records are updated with the sale data

ACTION

The customer's CRM profile is updated for future targeted
promotions, events, and product recommendations

ACTION

Explore E-Commerce Automations

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Social Media Content Generation + Posting

New copy is added to a spreadsheet

TRIGGER

The spreadsheet copy populates an approved graphics template

ACTION

Graphics are formatted + exported to each platform's specs

ACTION

Exported Graphics are sent to a human for content approval

ACTION

Approved content is scheduled + posted across social platforms

ACTION

Posted content is analyzed for future campaigns

ACTION

Discover more Social Media Automations

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Platforms Included

Generated Service Appointment Forms

Technician scans a QR code for the service appointment

TRIGGER

A form is generated based on the service needs & customer profile

ACTION

Technician uses the form as a work order, checklist & service report

ACTION

Details & photos from the appointment are submitted with the form

ACTION

The submitted data is used to trigger follow-up actions (scheduling follow-ups, sending an invoice, requesting reviews, etc.)

ACTION

The customer's profile is updated for future services

ACTION

Explore Form + Survey Automations

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Platforms Included

New Project Kickoff + First Steps

New project is created within your project management software

TRIGGER

Generate tailored documents: Project Brief, SOW, NDA

ACTION

Create new project channel in Slack/Teams + add team members

ACTION

Create calendar events for kickoff meetings & project milestones

ACTION

Notify ancillary departments (IT, marketing, accounting) of the new project for cross-organization visibility

ACTION

Send the client a welcome email introducing team members

ACTION

Explore Project Management Automations

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Platforms Included

Order Tracking and Customer Feedback

Employee submits a leave request form

TRIGGER

Request details are checked against the employee's record to
determine eligibility and remaining PTO

ACTION

Eligible requests route to a manager for approval. Denied requests trigger a message to the employee & manager flagging the issue

ACTION

Upon manager approval, the details are archived in HR's files, the remaining PTO is updated, and a notification is sent to HR

ACTION

An email is sent to the employee confirming the approval of their leave request, with their manager and HR cc’d

ACTION

Explore Human Resources Automations

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Platforms Included

Enough said? Let's talk

Book your Free Consultation

We'll discuss your existing workflows and identify automation opportunities across your application.

Free Consultation

Automation Examples

Use Case

Automation Examples

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Popular Automations

Here's just a hand-full of the thousands of automation opportunities available to your teams. Each automation is tailored to your unique workflows, effortlessly scaling as your business grows.

Free Consultation

Automation Examples 

Analytics

Measure Customer Satisfaction and Behavior with KPIs

Collect customer feedback, calculate customer satisfaction metrics, and analyze customer behavior patterns.

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Analytics

Measure Customer Satisfaction and Behavior with KPIs

Collect customer feedback, calculate customer satisfaction metrics, and analyze customer behavior patterns.

Analytics

Collect customer feedback, calculate customer satisfaction metrics, and analyze customer behavior patterns.

Customer Support

Process New Help Tickets + Route to Agent

Workflow for receiving, classifying, and routing help tickets to the most suitable agent or department within your organization.

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Customer Support

Process New Help Tickets + Route to Agent

Workflow for receiving, classifying, and routing help tickets to the most suitable agent or department within your organization.

Customer Support

Workflow for receiving, classifying, and routing help tickets to the most suitable agent or department within your organization.

Analytics

Analyze Help Ticket Submissions for Insights

Collect and analyze data from help ticket submissions to identify trends, common issues, and areas for improvement within your customer support operations.

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Analytics

Analyze Help Ticket Submissions for Insights

Collect and analyze data from help ticket submissions to identify trends, common issues, and areas for improvement within your customer support operations.

Analytics

Collect and analyze data from help ticket submissions to identify trends, common issues, and areas for improvement within your customer support operations.

File Management

Archive Website, Social Media + Marketing Posts in Database

Capture and store website content, social media posts, and marketing materials in a central database for future reference and analysis.

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File Management

Archive Website, Social Media + Marketing Posts in Database

Capture and store website content, social media posts, and marketing materials in a central database for future reference and analysis.

File Management

Capture and store website content, social media posts, and marketing materials in a central database for future reference and analysis.

Invoicing + Accounting

Deliver Tailored PDF Receipts as Email + SMS Attachments

Workflow for generating PDF receipts, archiving purchase details, and sending them to customers via email or SMS with a personalized message.

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Invoicing + Accounting

Deliver Tailored PDF Receipts as Email + SMS Attachments

Workflow for generating PDF receipts, archiving purchase details, and sending them to customers via email or SMS with a personalized message.

Invoicing + Accounting

Workflow for generating PDF receipts, archiving purchase details, and sending them to customers via email or SMS with a personalized message.

Artificial Intelligence

Transcribe Audio + Analyze for Sentiment

Transcribe audio files and analyze the sentiment of the transcribed text. Valuable for tasks like customer interviews, focus groups, meetings, or lectures.

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Artificial Intelligence

Transcribe Audio + Analyze for Sentiment

Transcribe audio files and analyze the sentiment of the transcribed text. Valuable for tasks like customer interviews, focus groups, meetings, or lectures.

Artificial Intelligence

Transcribe audio files and analyze the sentiment of the transcribed text. Valuable for tasks like customer interviews, focus groups, meetings, or lectures.

Project Management

Receive Daily Report of Tasks, Meetings + Upcoming Due Dates

Receive a daily or weekly report summarizing your upcoming tasks, meetings, and due dates from various sources, keeping you organized and informed about your schedule.

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Project Management

Receive Daily Report of Tasks, Meetings + Upcoming Due Dates

Receive a daily or weekly report summarizing your upcoming tasks, meetings, and due dates from various sources, keeping you organized and informed about your schedule.

Project Management

Receive a daily or weekly report summarizing your upcoming tasks, meetings, and due dates from various sources, keeping you organized and informed about your schedule.

Invoicing + Accounting

Generate + Deliver Invoices for Recurring Payments

Generate invoices for customers with recurring subscriptions or memberships, ensuring timely delivery and efficient billing management.

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Invoicing + Accounting

Generate + Deliver Invoices for Recurring Payments

Generate invoices for customers with recurring subscriptions or memberships, ensuring timely delivery and efficient billing management.

Invoicing + Accounting

Generate invoices for customers with recurring subscriptions or memberships, ensuring timely delivery and efficient billing management.

Sales + E-Commerce

Re-engage Potential Customers

Reconnect with potential customers who haven't converted yet, nurturing leads and reviving interest in your product or service.

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Sales + E-Commerce

Re-engage Potential Customers

Reconnect with potential customers who haven't converted yet, nurturing leads and reviving interest in your product or service.

Sales + E-Commerce

Reconnect with potential customers who haven't converted yet, nurturing leads and reviving interest in your product or service.

Project Management

New Project Launch: Automate Initial Tasks, Meetings + Communication

Create task lists, schedule kickoffs, set up communication channels, and organize project folders - all when a new project lands in your system. Get your team working faster, with a smoother launch for every project.

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Project Management

New Project Launch: Automate Initial Tasks, Meetings + Communication

Project Management

Value-Add

Automation Benefits

Use the ROI Calculator

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Saving with Automation

Do more with less, literally. Workflow automation offloads thousands of repetitive tasks, boosting productivity and slashing error-rates. This leads to faster turnaround times, happier clients, and an organizational focus on growth.