The Ultimate Guide to Workflow Automation.

A Comprehensive Guide to Workflow Automation

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Do you always feel like you have too much work on your hands? This is often the case in the absence of workflow automation. You have strict deadlines to meet, yet you haven’t even made it halfway. You begin to think your workers are incompetent, so then you bring in the most competent hands on board. Finally, you think you’ll see the results you desire, but you are disappointed to find out the situation hasn’t changed. Has it occurred to you that maybe the fault does not lie in your workers, but in the structure of your workflow? According to a study by the National Association of Productivity and Organizing Professionals (NAPO), disorganization in the workplace leads to financial losses equivalent to 10 percent of a manager’s salary. To avoid further inefficiency, are you ready to make changes and ensure your business processes are well-organized? This article will cover everything you need to know about making the most of your business processes with workflow automation.


Contents covered in this article:

Chapter 1: Definition of Workflow Automation

Chapter 2: Do You Really Need Workflow Automation?

Chapter 3: Benefits of Workflow Automation

Chapter 4: Digital Workflows: Reasons Why They Are Better Than Manual Workflow

Chapter 5: How to Map Out a Successful Workflow Automation

Chapter 6: How to Implement Workflow Automation in Various Departments

Chapter 7: Evaluating Workflow Automation


Chapter 1: Definition of Workflow Automation.

When your business processes are scattered all over the place, you stand the risk of running round in circles trying to pull off simple tasks that would ordinarily take a few minutes. Workflow automation is your best bet to put things in order.

Acknowledging the importance of workflow automation, Microsoft Founder Bill Gates explains that,

The first rule of any technology used in a business is that automation applied to an efficient operation will magnify the efficiency. The second is that automation applied to an inefficient operation will magnify the inefficiency.


He places emphasis on the role of technology in a business operation. However, the performance of such technology is dependent on the efficiency or inefficiency of the existing business operations. Business Dictionary defines workflow automation as “the use of email based software technology to increase the efficiency of a workflow by improving the coordination of the activities of the people involved.” It creates orderliness in the workplace and makes your work routines more productive.

Every business man and woman wants results. Having hired employees for your business, you expect excellence. However, manual processes prevent employees from showcasing their full potential at work. The many intricate details of manual processes are a huge distraction. Rather than focus on the actual work, employees spend too much time trying to understand and get through the system. You don’t want to spend so much money on salaries to have employees underperform due to no fault of theirs but setbacks in the workflow.

And if you’ve heard of the adage, “If it isn’t broken, don’t try to fix it,” then you know the importance identifying any issues. But perhaps you aren’t sure if your business needs workflow automation. The next chapter lays the cards on the table for you to tell.


Chapter 2: Do You Really Need Workflow Automation?

5 signs your company needs workflow automation

No one knows your business better than you do. You know what works and what doesn’t. With a little tweak here and there, you manage just fine. But what about other people in your organization? Do they get along just fine? Tasks in the workplace often require the input of more than one person. The inability of a single employee to take ownership of the process could lead to failure. If you could do it all by yourself, you wouldn’t employ anyone in the first place, would you?

Founder and CEO of Support Ninja Cody McLain recounted how he moved from being an overworked entrepreneur to automating his $4 million company and experienced 10x productivity. He says:

I realized my time could be better spent learning new skills and devising skills I could use to better run my business,


Here are five signs your business needs workflow automation:

1) Employees forget certain steps in your workflow

You have everything mapped out, or so you thought. Employees have been well-informed about the long list of procedures. They have memorized it enough to recite it even if they just woke up. It’s action time. It all starts well. Everything is moving just fine, and then comes the dreaded moment: an employee becomes completely lost on the next procedure. They can’t remember what they are expected to do and go on to do the wrong thing. The entire process is ruined. Work is halted, and everyone is kept waiting.

2) Erratic communication between staff and customers/clients

Effective communication between you and your customers is important for a mutually beneficial business relationship. You need to develop and maintain a professional pattern of communication. Erratic communication is a recipe for ruining business relationships. For example, addressing a client by a wrong name is a disaster, and sending information meant for client A to client B is the height of it. If you can’t communicate effectively, why should clients trust you with their work.

3) No room for accountability

When tasks are delegated, accountability is necessary to check who is doing what and how well they are doing it. Without an organized workflow system, it’s difficult to know who is responsible for what. If a problem arises, you may never know who caused it. Being aware of the various hands involved in each process is key to holding them accountable.

4) Inability to track tasks

When you are working on several tasks at a time, it’s difficult to keep a tab on everything. This is understandable as there’s just only so much the human brain can remember at a time. Workflow automation gives you a step-by-step breakdown of progress and indicates work status at each point in time. This knowledge helps you be on top of the situation and avoid unpleasant surprises.

5) No yardstick to evaluate processes for improvement

Processes can only yield good results if they are suitable for the stipulated tasks. You don’t just create processes and abandon them; you need to constantly evaluate them for effectiveness. With workflow automation, you can measure business performance to determine if your processes are yielding good results or not.


Workflow automation comes with some perks. You stand to greatly benefit from implementing the system. Find out what they are in the next chapter.


Chapter 3: Benefits of Workflow Automation

Benefits of Workflow Automation

Image Credit: CFlow

Like most organizations, yours specializes in specific services. You find yourself going over the same processes every day. It doesn’t matter that you have mastered these processes; you are compelled to repeat them to get work done; that’s exhausting, isn’t it?

Unnecessary repetition of processes is a waste of valuable time. Since you have mastered how things work, wouldn’t it be better to create a system that allows it to function automatically? According to the Productivity in the Workplace Report conducted by Red Letter Days for Business, employees spend 400 million days per year on time-wasting tasks. Workflow automation saves the day as it helps to streamline multiple routine functions for continuous flow without constant human input.

In a post by Business News Daily, Founder of Ears of Experience, Amy Westerman, explains how her company has benefited from workflow automation:

“We run a travel concierge business for Disney Destinations. We use automation software for everything — client management, auto emails, payment reminders, thank you letters, preplanning questionnaires, reminders on travel insurance, and even auto monthly payments for certain things. “


Workflow automation practically makes your whole business easier. Some of the benefits include:

Smooth communication

Communication is a constant factor in every activity in the workplace. Employee A passes information to employee B, and the circle continues. Data from studies conducted by Adobe reveal that workers in America spend 4.1 hours checking work emails every day. When you add duration of time spent on non-email communication, the number increases. As much as communication is important, spending all day on it is to the detriment of the organization.

Workflow automation streamlines workplace communication for easier collaboration. Relevant work information can be directly sent to employees for direct access without physical restrictions or the trouble of sifting through loads of emails to find work-related ones.

Minimal errors

Remember what they say about no one being perfect? Errors are inevitable. Regardless of how organized an organization may be, it still makes some errors. The question is: What’s the frequency of these mistakes?

Workflow automation contains errors to a very minimal level. Errors are high when employees have to do a lot of brain work to accomplish multiple tasks. They get distracted for a second and do the wrong thing. Workflow automation does most of the thinking for employees by simplifying processes; all they need to do is make little inputs. For example, you are most likely to make errors calculating large figures in your head, but a computer can give you the correct answer in a second.

Less risk

In the face of errors, risks abound. Workplace duties often involve external resources business owners do not own. It’s important that these resources are handled carefully as any damage to them could put you and your organization in trouble. A seemingly little error in balancing of accounts could get you into legal trouble. Inaccuracies in client records could make you lose a big client.

Workflow automation protects sensitive information by reducing errors caused by human input. The system sorts out tasks that employees may have a hard time sorting out. With this, employees will have more time to focus on primary tasks that require human engagement.

Saves time

Long processes aren’t favorable to both the service provider and the customer. The former gets overly stressed by the process, while the latter gets irritated by the long wait.

Workflow automation automatically reduces long processes. These processes are often elongated by physical movements and manual documentations. Parties involved can receive files that require their input right on their desk without moving. They do what’s needed, and pass it onto the appropriate channels. This is very helpful especially in establishments like hospitals where nurses go back and forth to make patient information available to doctors.

Increased productivity

Let’s say you spend two hours executing a particular task. If you find a way to execute the same task in 30 minutes, you’ll have the remaining 1 hour 30 minutes to engage in other tasks. This automatically translates to increased productivity because more work is done in less time. According to studies carried out by Forrester, employees record an 8 to 15 percent increase in productivity when they use workflow automation.

Quality control

You don’t change a winning formula. Workflow automation helps you to identify that winning formula in your organization and maintain it. Having identified what works for your business, you build a system that guarantees great results. Automating that system means you’ll get nothing short of great results. You get to retain existing clients and acquire new ones by delivering high quality services consistently.

In times past, manual workflows saved the day. But advancements in technology has brought about digital technologies that make workflows even more effective. The next chapter explains why digital workflows are better.


Chapter 4: Digital Workflows… Reasons Why They Are Better Than Manual Workflows

Without Workflow Automation Employees waste time.

The goal of a workflow is to achieve meaningful and maximum outcomes. Perhaps you haven’t realized it, but you have always worked with workflows in your organization they are the processes in the services you render. The seemingly simple act of customers walking into a supermarket to buy items is a workflow. At the end of the day, they get their item(s) in exchange for money an outcome has been recorded. The bone of contention now is, is the workflow easy or good enough to make them willing to come back?

“Customer satisfaction is the difference between surviving and thriving”

Sarah Chambers


This proves to be true as studies by the American Express Global Customer Service Barometer reveal that 81 percent of satisfied customers are more likely to do business with you again. When you create seamless processes for service delivery with workflow automation, the client is more likely to be happy due to the ease and satisfaction. Think of digital workflows as the better versions of manual workflows.

Can Workflow Automation help increase customer satisfaction?

Let’s assume you need employee input on a project. You physically take the documents to each of them. They are most likely busy, so you drop it on their desks, to return at a later time for pick up. There are many potential issues here. First, the employees are not necessarily in the same area or space, so you spend time walking to their individual offices/desks. Since they are busy, they put it aside, with the intention of getting to it later who knows how long this could take. There’s also the possibility that some of them might totally forget about it. You spend even more time going back to pick up the documents. Of course, you’ll find some errors, so you have to go back and forth to correct them. On the other hand, you could electronically send the documents to the employees with a detailed template to make input easier. You set automatic reminders to remind them in case they forget. They fill out the document and send it right back to you. If there are any errors, you simply repeat the process. Which of these workflows will yield better results?


Digital workflows enable you to execute tasks in the comfort of your desk, in front of your computer with just a few clicks. Some of the features of digital workflow include:

  • Cloud hosting and storage
  • Tracking and reporting features
  • Flexible user interface to model process graphically
  • Secured access

With these features in place, your business gets to enjoy:

  • Low costs of operations
  • Better customer service
  • Happier employees
  • Happier customer
  • Flexible operations

If you are going to create a workflow, wouldn’t you rather have the best? Now, in the next chapter, we show you how to create the perfect workflow automation.


Chapter 5: How to Map Out a Successful Workflow Automation

According to the Evolution of Work study by ADP, 55 percent of employees are positive about the efficiency of workflow automation in the workplace. A well-structured workflow is a win-win situation for everyone as it simply makes everyone’s job easier.


Here’s how to create workflow automation that really works:

Identify areas for improvement

The first step to creating an effective workflow automation is to answer this simple question: “what’s the problem in my workflow?” You don’t just assume there’s a problem without identifying it.

Make a visual representation of your current workflows with flow diagrams. Carefully examine the diagram to identify problems like repetitive tasks, errors and delays. Take note of these problems.

Define your business goals

Often times, entrepreneurs tend to just go with the flow in business. Whatever brings in the money is fine. This might seem okay for immediate financial benefits, but it lacks long-term benefits.

Write down your business goals in an action language. How can workflow automation help you achieve your business goals? Write down the ways you feel workflow automation will help achieve your business goals.

Identify specific useful processes

Having figured out your business goals and ways workflow automation can be helpful in achieving them, you need to: (1) Identify specific processes to implement; (2) Implement a system that removes duplicated tasks; (3) Simplify processes employees perform to reduce errors; and (4) Use simple and user-friendly workflow automation designs.

Train employees on new systems

When you make the workflow automation systems available, you need to train employees on how to use them. It’s important that they understand how it works, otherwise, there’ll be problems in operations.

Understand that employees might be resistant to these new systems. Explain to them the benefits of using them and how these systems will make their job easier. Don’t be in a hurry for them to get the hang of it. As with every new thing, it takes time to get used to workflow automation systems.

Execute automation

Launch the workflow automation system and monitor it closely. Seek vendor assistance when confused about setting up. How well does it work? Does it meet your expected needs? Monitor it closely to identify bottlenecks, and implement observations for further improvement.


Chapter 6: How to Implement Workflow Automation in Various Departments

How to Implement Workflow Automation in Various Departments

Image Credit: Milestone Solutions

A typical organization has different departments. While they perform different functions, their individual efficiency goes toward the overall success of the organization. Workflow automation enables you to synchronize different aspects of work in line with their specific needs.


Here are a few areas where you can implement work automation:

1) Sales process

A sales office can be as busy as a market, especially if you are offering products that are high in demand. Without an effective system, chaos will be the order of the day. Workflow automation can help you create orderliness in the system.

  • Lead prioritization: Keeping up with all customers can be overwhelming. Set up a lead scoring system that will make your system identify the more important leads to contact.
  • Lead distribution: Leaving lead management to the sales manager could delay the sales process as they may be busy with other things. Set up a system that automatically distributes lead accounts to members of your sales team for prompt action.
  • Reporting: Manual reporting of your daily sales progress can take up a lot of time. Automating reports makes sales process faster and easier.

2) Account management

The number of accounts in your care reflects on the income figures you make. As accounts get to their expiration dates, ensuring they are renewed should be your goal, especially when they generate good revenue for your organization.

  • Reminders about account status: Account managers are often busy chasing and managing accounts, thereby forgetting about expiring ones. An automatic reminder of account expiry dates will keep them informed and proactive.
  • Engage relevant individuals: Retaining high-value accounts may require efforts from other people in the organization other than the account managers. Set automatic reminders to anyone who can facilitate this.
  • Contact clients: Prepare emails to be automatically sent to clients reminding them of the approaching expiry date and offer them packages for renewal.

3) Support

Customers should never be made to feel neglected. Any delay in attending to their needs can be misconstrued as negligence on your part, and that could push them away. You need to put measures in place for prompt response to support issues.

  • Notification of support request: Set up alerts to receive instant notification when a client needs support.
  • Apologize for inconveniences: Most times, clients just want someone to give them the time of day. Generate an email that is automatically sent to the client, apologizing for the inconveniences, and reassure them of a resolution.
  • Direct to the right staff: Automatically direct client’s enquiry to specific staff in charge of issues they need support on.

4) Human resources

The HR department plays a crucial role in an organization. Its function is felt by all as it creates policies and implements processes that involve all employees. Shortcomings in this department could cause tension in the whole organization.

  • Easy documentation: Reducing paperwork will do everyone a lot of good as it saves time. Generate and manage company documents with appropriate e-signatures.
  • Information dissemination: Electronically inform employees about upcoming events and meetings, and schedule automatic reminders.
  • Salaries and benefits: Integrate payroll systems for employee wage computation and distribution of bonuses.
  • Discipline: Use emails to fasten correspondence with employees on disciplinary matters.

5) Information technology

In a tech-savvy society, the IT department is a powerhouse. Not automating your IT workflows could hinder you from keeping up with developing trends.

  • Communication: Integrate a knowledge base to make operational information available to employees for faster and satisfactory responses.
  • Repairs: Resolve hardware and software issues for smooth operation.
  • Customer support: Create channels for requests to be routed to specialized staff for prompt resolution.

6) Project management

High project management standards within and outside an organization is important for quality assurance and reputation maintenance. In the absence of this, an organization stands the risk of contradicting its culture and missing its goals.

  • Guidelines: Create a checklist for approval guidelines and use them across all projects for consistency.
  • Sequence: Create a sequence for approvals with automated systems to ensure that projects pass through the right channels before final certification.
  • Project documents: Save time by automating project documents to move onto the next person in line without being passed around in person.
  • Communication: Create an open system for team members to interact easily about project information and developments.

7) Production

The actual manufacturing of products or services is the core function of the production department. Quality is an important factor to consider, and this is tied to workflow efficiency. Unorganized workflows lead to low quality output and inability to meet set targets.

  • Communication: Facilitate communication among production team members in regards to production needs by providing remote access to documents.
  • Speed: Speed up production processes by automating manually performed tasks and reducing paper work.
  • Lifecycle: Improve product lifecycle development with advanced technologies.
  • Safety: Simplify safety measures and notify workers about developments via instant notifications.
  • Standardization: Create a standard framework for quality control and governance across all channels.

8) Marketing

In a department that serves as the face of the company, dealing with both internal and external bodies on business promotions and strategies, automating workflow will have a huge influence in the company in general. Like many others, Gabriel Mays, Founder of website-building platform Just Add Content, uses workflow automation to streamline their marketing and customer service efforts:

Site visitors who join our newsletter are automatically added to our email marketing list and sent a free course on making their website better over the course of a week, [with] one lesson each day.


  • Routine tasks: Assign repetitive tasks to the system to save time.
  • Team work: Create teams for different campaigns, and appoint team leaders to follow up on prospects.
  • Authorization: Develop a system of hierarchy for content approval. There should be multiple people for every role so that work won’t be stalled in the absence of one person.
  • Autopilot: Set marketing campaigns on autopilot to reach out to prospects at scheduled times.

9) Research and Development

The research and development department conducts in-depth studies about new products and ideas, and also provides market analysis. Accuracy in their findings helps an organization avoid pitfalls and make successful business decisions.

  • Collaboration: Lead collaborative efforts among team members for upcoming product launch with automated application.
  • Accuracy: Reduce errors in data gathering and presentation with artificial intelligence technologies.
  • Research: Carry out surveys with consumers with secured and efficient market analytics tools.
  • Cost: Minimize operational costs by troubleshooting operations to identify areas of excess expenditures with specialized technologies.

10) Supply Chain (Purchase and Inventory)

Planning and managing activities in regards to sourcing and procurement of an organization’s supplies must be done efficiently; otherwise, business operations will be halted when needed materials aren’t available.

  • Data integration: Improve responsiveness with business partners by integrating business data for ease in engagement.
  • Standardization: Use automated software to create standardized systems for operations on all levels.
  • Order processing: Save time by replacing time-consuming manual tasks with automated systems to accelerate order processing.
  • Stakeholders: Bring stakeholders in the supply chain closer by facilitating communication and information gathering with automated systems.

11) Accounting and Finance

Having a functional accounting and finance department keeps you abreast with financial activities in each department and helps determine your organization’s financial positioning at each point in time. When you are experiencing difficulties in balancing account statements due to errors in reports, automating the system could provide a lasting solution.

  • Approval processing: Create workflows for financial approvals as unnecessary delays is a setback.
  • Auto payments: Automate reoccurring payments to keep work moving and save time.
  • Payroll system: Use an automated smart payroll management system to prevent errors in payments.
  • Data integration: Simplify account operations by integrating company data with accounting software
  • Reminders: Set reminders to parties of pending documents awaiting their approvals and inputs.

12) Quality Assurance

Examining operations is necessary to ensure quality assurance. The whole work process will be futile if quality is below standards; it’ll be a waste of time and resources.

  • Measure performance: Carry out a test run with measurable variables to check for efficiency and accuracy.
  • Process execution: Make sure that the right employees perform the right procedures at the right to avoid errors.
  • Guidelines: Provide employees with a checklist of the procedures to guide them through.
  • Identify errors: Monitor different sections of the process to identify areas and causes of problems.

13) Administration

Workflow Automation can drastically reduce the time employees spend on administrative duties.

The administrative department is center stage of an organization it is what connects all departments together. And when center stage is unstable, all the other sections cannot function. The 2017 State of Work Study conducted by Service Now revealed that 9 out of 10 skilled employees spend too much time on administrative duties, neglecting other responsibilities at work.

  • Notifications: Make use of digital applications to notify different departments about management information and policies.
  • Approvals: Create an automated system to perform additional routine approvals for already approved projects.
  • Action: Set alerts to departments as reminders for outlined duties and commitments to be delivered.
  • Identify clogs: Use workflow analytics to identify clogs in your management systems.

14) Operations

The operations department is accountable for profits and losses. Returns on investments can be fully maximized when workflows are in their best forms. Haphazard operations thwart productivity. Automating workflows in this department will create opportunities for high returns.

  • Save cost: Lower operating costs by reducing the number and frequency of human input.
  • Expertise: Increase work quality by giving expert employees more time on their hands to tackle high value tasks.
  • Order management: Use notifications to track orders and update order sheet automatically.
  • Discount approvals: Send automatic notifications for discount approvals.

15) Legal

Ensuring that legal matters are properly sorted lies in the hands of the legal department. Getting it wrong could cost your organization a lot of damage.

Jon Colgan, Founder and CEO of Cell Breaker reveals he has noted positive results in using software automation to get customers out of cell phone contracts:

From the customer’s perspective, the three legal steps involved are (1) detecting a breach, (2) stating a valid objection, and (3) switching to a new provider pursuant to the current provider’s customer agreement. Our automation software allows customers to complete these three steps in about 5 total minutes.”


  • Routine tasks: Set routine tasks to run on autopilot to save time manually going over them repeatedly.
  • Documents: Automatically print documents as soon as they are generated to avoid a pile up.
  • Tracking: Record and track case progress using automated tracking software to stay on top of cases.
  • Notification: Notify other departments and relevant employees about new legal matters for quick action.


Chapter 7: Evaluating Workflow Automation

Evaluating Workflow Automation

Image Credit: Pyrus

So, you’ve set your workflow automation for your business, great job. As much as you’d love to sit back and watch things begin to happen, it isn’t just yet time for that. You need to ensure that the system is effective.

1. Communication

How well is information disseminated? The flow of information from one place to another is critical to the success of your workflow automation. Create a free flow of information, eradicating any “noise” in the process that could alter communication and lead to misunderstanding. Evaluate how participants interpret workflow messages. If they are having a hard time, further simplify the workflow messages.

2. Cost

How profitable is the system?

One of the major aims of workflow automation is to reduce operational cost and save some money for your company. Calculate operational cost and compare it to its return on investment. If you aren’t making any profit from the process, then it’s not good enough.

3. Efficiency

How reliable is the workflow system?

The whole idea of creating workflow automation is to have a more efficient system. Organizational inputs must be turned into rewarding outputs. Efficient systems give you a competitive advantage several miles ahead of your competitors. Therefore, check the system for accuracy and errors. Errors may not be totally eradicated but must be as minimal as possible.

4. Speed

How fast does work get done?

A great process that takes forever to execute is a huge setback in productivity and meeting deadlines. When efficient work is done at a good speed, the output will be on the rise. Record process timeline per unit to determine if it’s favorable to the total output.

5. Operation and maintenance

Workflow automation isn’t a one-off. To enjoy its benefits over a long period of time, it should be simple enough for others to understand, operate, and maintain it. Operational and maintenance guidelines should be clearly spelled out and made available to parties involved. Then, allow employees to test run the system, and monitor how effective they are at it. Take note of any clogs and further simply them for efficiency.

6. Collaboration

Do the different parts of the system blend well?

Effective service delivery requires inputs from different people and departments, and these inputs must have a synergy to be productive. A non-collaborative design causes problems in the distribution chain. Monitor the workflow to see if it promotes collaboration or stifles it.


Download our Checklist for Workflow Automation

Companies who automate their workflows are likely to experience six times more growth in revenues, 15 percent higher than companies who don’t. That’s a lot to gain for simply implementing a system. To make the process easier for you, we have put created a document you can download for free: Checklist for Workflow Automation. Don’t miss this opportunity to take your business to greater heights.

Download our Checklist for Workflow Automation

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