Workflow Automation Guide: Definition, Benefits, And Software

Learn about different types of workflow automation tools and software and how to best use them to simplify business processes.

Workflow Automation Guide: Definition, Benefits, And Software

At the basis of workflow automation lies a simple premise: employees don’t need to do repetitive tasks manually. And there’s a reason for that: 57% of IT leaders say that automation technology saves 10-50% on the business costs associated with manual processing.

The scope of possibilities offered by automation is wide and can be tailored to many different areas of practice. However, in this article we will mainly focus on what workflow automation looks like in IT Service Management (ITSM), and how InvGate Service Desk can contribute to that.

Whether you're just getting started or are already harvesting some of the benefits of automation, keep reading to learn how to boost service delivery across your organization.


What is workflow automation?

The process of automating a series of actions to accomplish a task with minimal human intervention is called workflow automation. In essence, it's automating repetitive tasks to make your work easier. Workflow automation software helps your business optimize its overall efficiency, productivity, and transparency.


A workflow automation software for every need

This is a workflow automation software for creating custom workflows, streamlining communication, and automating routine tasks efficiently to better manage your business. Say goodbye to mundane and repetitive tasks and increase your operational efficiency with our comprehensive workflow automation software.


What are the types of workflows?


Visual workflow

A visual workflow is a process that allows users to create a sequence of tasks visually, and then execute them by passing data from one task to the next. It provides a high-level overview of the steps in a specific task or business process. Visual workflows improve project management by simplifying every business process involved, resolving conflicts instantly, automating your business processes on the go, and more.


Business workflow

A business workflow is a repetitive process comprised of a set of tasks that must be completed in a particular sequence. It ensures that the right information is sent to the right person at the right time and in the proper sequence. Business workflows can help you improve business operations, eliminate redundancy, reduce downtime, and more.


What to expect in workflow automation software?

Selecting the right workflow automation software is the key to operational and business process efficiency. Effective workflow management uses digital tools to streamline tasks through appropriate features and functionalities. Businesses should consider the following factors when selecting the right workflow automation software:

  • Go mobile: Capture all notifications, tasks, and approvals on the go. Stay informed at all times by accessing your workflow automation app from anywhere and at any time.


  • Customize your way: Whether it's a simple business process or a complex workflow, ensure that your workflow automation software can be tailored to your specific business needs by providing multiple templates and easily configurable components.


  • Seamless integration: Integration must be an important factor when choosing workflow automation software for your business. To streamline your automated workflows, make sure your app has third-party app/custom integrations.


  • On cloud nine: Your workflow software needs to provide accessibility, reliable and consistent security, data scalability, cost savings, flexibility, and other benefits. This is why cloud-based tools are your go-to solutions.


  • Intuitive dashboards: Your workflow automation app must have the ability to build comprehensive dashboards with graphs, reports, and charts containing important metrics for your business's growth.



Oas36ty Creator - A custom workflow automation software

Enter Oas36ty Creator, a cloud-based workflow automation platform that allows users to build complex workflows with its simple drag-and-drop interface. Its rich suite of features, like integrations, multiplatform support, access controls, and guided scripting, make it easier to design and automate workflows for every process. Using Oas36ty Creator's workflow automation tools, you can get more done in less time and build scalable workflow solutions.


How can you benefit from our workflow automation software?

  • Boost productivity: By automating a redundant business process, employees can save time on menial tasks and focus on solving more complex problems.
  • Reduce manual errors: With automated business processes, errors can be avoided, and even if they occur, the system will notify you of where the error is at, so you can fix them quickly.
  • Increase transparency: By defining workflows for internal communication, every detail can be shared, tracked, and accessed across departments by every stakeholder in real time, providing complete visibility.
  • Enhance customer satisfaction: Provide better customer service by setting up workflow rules to automatically route support tickets based on priority, which helps resolve issues faster, resulting in a better experience for customers.


How does workflow automation add value to your business?

Leveraging automation can enable businesses to transform time-consuming and arduous manual processes into automated workflows, enhancing business efficiency. Automated workflows assist businesses in optimizing various processes to increase efficiency, revenue, productivity, and collaboration, and reduce costs. This, in turn, provides a far more positive experience for your employees and customers.


Why is workflow automation software important?

Consumers today expect results fast, and digitization is the only way to deliver. By automating repetitive tasks, organizations can save time, effort, and money, and avoid human error. And by delivering quality work quickly and accurately, businesses gain an advantage over competitors relying on manual processes. However, to achieve all of this, you need effective workflow automation tool in place.


What is workflow automation software?

Workflow automation software is a tool that enables businesses to automate a part or all of their operational activities by designing custom workflows. Automating your core business processes using Oas36ty Creator's workflow automation platform can have a real impact on your organization's efficiency.


What are the benefits of workflow automation tools?

Here are five majors benefits of workflow automation software:


  • Increased productivity
  • Fewer errors
  • Improved compliance
  • Saves time
  • Better visibility


How do you automate a workflow?

Although it differs from person to person, there are usually 5 to 6 steps involved. This is what Oas36ty Creator recommends:

  1. Identify the repetitive tasks.
  2. Define your requirements clearly.
  3. Sketch a workflow of the processes that need automation.
  4. Choose workflow automation software that suits your needs.
  5. Train stakeholders on the software.
  6. Create workflows as simple or complex as you want.


What should you look for in workflow automation software?

A well-rounded workflow automation tool should be easy to use, have excellent dashboard and analytics features, seamless integrations, multi-platform compatibility, and role-based controls.


What's the difference between workflow automation and RPA?

Both robotic process automation (RPA) and workflow automation are essential tools for automating various business processes, although they serve different functions. While RPA has a wider scope in that it may automate whole workflows from beginning to end, workflow automation helps automate tasks inside a business process or workflow.


Why choose Oas36ty Creator?

We have helped 13,000+ brands create bespoke workflow automation and improve their end-to-end operations across a variety of industries. With over 25 years of experience in catering to B2B organizations, we have the best tools in the trade to help you improve your business.


What are some examples of workflow automation?

Attendance management, leave tracker, employee onboarding, document review, and invoice approval are just a few business processes can be automated. You can also checkout our pre-built workflow templates to get started right away.


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