Workflow automation examples that will transform business

It is essential that your business can function efficiently for customers and employees in today's business environment. Automation is one of the best ways to achieve this. It can reduce stress and make your company more responsive to market changes and customer needs.

Workflow automation is possible across all business areas, from streamlining internal processes and solving customer-facing issues to proactively identifying and implementing high-level insights.

These automated processes will allow you to effectively serve and retain customers and create a more comfortable work environment for your employees.

Automations are not the question of whether or not it can be beneficial to your business. It's about how you implement them. We will show you several examples to help you think of potential uses.

What is an automated workflow?

This workflow uses business events (e.g. A lead submits a demo request to trigger actions across your data, applications, and teams. It relies heavily on API, which allows for real-time connectivity.

Examples of workflow automation

Onboarding new hires
Equipment procurement
Referring employees
Escalating incidents
Lead Enrichment
Providing competitive intelligence
Remote support for new hires
Schedule office visits
Activating intent data

Streamline employee onboarding to make new hires more successful

A Gallup poll found that only 12 percent of employees are satisfied with their onboarding experience. Many feel the process is impersonal, inefficient, and inconsistent when it comes time to integrate them into the company.

These problems can be reduced by automation. For example, it automatically provides new employees with essential documents and schedules meetings with mentors or other employees. It also follows up with surveys asking about early experiences and more.

Consider, for instance, the following automation.

1. The workflow is activated once a candidate has been marked as hired.

2. The new hire's account can be auto-populated in finance, HR, planning, and accounting software.

3. A welcome email is automatically sent to the new hire, containing additional instructions regarding technical details such as banking and tax information, benefits plans, and employment eligibility verification.

4. An IT service management software or ticketing system automatically tracks the new hire's progress in completing onboarding tasks. This ensures they don't get lost in the process and can instead focus on the final workflow.

Enhance and simplify your procurement workflows.

Relationships between other employees and IT can become contentious if not automated. Manual operations, inefficient processes, and many tickets for the same, easily-resolved problems may hamper IT. In addition, employees are frustrated at slow response times and the inability to access the tools needed to solve the problem.

Implementing workflow automation in IT service desks or procurement pipelines can reduce the time spent on repetitive troubleshooting and manual data entry. In addition, this will free up your employees to concentrate on more complex problems and processes.

Automating in this area can include a chatbot connecting your business communications platform and other applications.

You can, for example, manage equipment provisioning by creating easily configurable request templates within your business communications platform. Employees can then request specific items.

After an employee has selected the items, the chatbot creates an ITSM ticket with the request in an ITSM tool and routes it via a business communication platform message to the appropriate approver.

With a click, the approver can approve, reject, or both. Once they have done so, the chatbot sends a message to the original requestor through the business communications platform, notifying them about the approver's decision.

Automate the employee referral process to increase your recruiting efforts

Hiring can be frustrating and time-consuming. Complex scheduling, slow motion, and uneven distribution of information could mean that your company misses out on great candidates.

Automating the referrals and hiring process can be a huge help. You can share job postings with employees, automate resume screening, schedule interviews automatically, and many other examples. This automation, taken together, can create a hiring process that saves time and amplifies effort, delights all involved, as well as a pool of qualified candidates who are less biased.

Let's look at the process of employees referring others to Recruitment Automation.

1. Employees can use a chatbot to fill out a form with information about the potential new hire.

2. The chatbot uses the information in the form to add the candidate and their information into an applicant tracking system.

3. The chatbot informs the recruiter that they are hiring via a message on the business communication platform. The notice allows the recruiter to review the candidate's information, click on their profile, and send the candidate to the hiring manager with a click of a button.

4. The chatbot informs the referrer at every process step, as the recruiter manages each candidate.

Automate incident management escalations to resolve customer complaints quickly

Every business has mistakes. Automated incident management software can make finding, addressing, and preventing errors easier and more stress-free.

Automation can also be a time-saving tool that allows you to resolve repetitive and minor issues quickly. In addition, it will enable service staff members to track and update problem resolutions and give them the freedom to deal with more complex problems.

Let's look at the use of automation to speed up incident management escalations.

1. Chatbots can create tickets in your business communications platform when an incident occurs. You must summarize the problem, the customer name, and the urgency level for solving it.

2. The bot will prompt the user to escalate their ticket with a click. The chatbot will create a ticket in your platform engineering to handle incidents. The chatbot also posts the issue to a channel within your business communications platform, which your escalation team monitors.

3. A member can create a separate channel to resolve the issue by clicking a button in the message channel. They'd be asked to name the channel and invite appropriate stakeholders.

4. Members can search the tickets in the new channel and work together to resolve the issue until it is resolved.

Intelligent lead enrichment can help you convert more leads to clients.

It is difficult and delicate to win new business. However, automation can simplify the process of converting potential leads faster.

Automating Lead Enrichment provides reps with rich contextual data that allows them to determine whether a lead is worth following. This will enable them to personalize their outreach and help win a lead for your company.

Lead enrichment automation often uses various tools to ensure leads are correctly routed and converted. It also requires minor information lookups to obtain the necessary information. This allows you to reduce your cost when using Lead enrichment tools.

Your workflow automation could work in the following case if a new lead is received via a form submission:

Your Enterprise Automation platform first checks for first-party information. As shown above, it then finds the Lead's email address.
Your Enterprise Automation platform searches for the Lead using your preferred enrichment tools, determining the Lead's first name and last name.
The process goes on until all required fields have been filled in. The Lead would be routed to the right sales rep at that point.

When reps are competing against other competitors, empower them

Your reps might discover that prospect is considering other competitors as they interact with them. Agents must have access to the right resources to communicate why they are better than their competitor(s).

You can create an automation that will trigger a conversation in which a competitor's name is mentioned on an application call. The chatbot will then send a battle card to that rep along with names of other reps who have recently won deals that would require them to go head-to-head.

Point new hires to the proper channels to help them navigate their first few weeks.

Remote employees and those who work in the office will likely depend on your business communications platform for information, collaboration on projects, socializing, and other company-related activities. This will help you onboard remote employees more efficiently by ensuring they are aware of all or most of the channels they should be joining at the start of their first day.

This chatbot automation can help bring your idea to life.

The new hire receives a personalized chatbot message at the start of their first day. The letter welcomes new hires and introduces them to fun-filled, company-wide, and department-specific channels.

The chatbot can be programmed to send follow-up messages. For example, the chatbot can remind new hires to log in to a particular channel on their second day. It can also point them to other colleagues who can help them with specific needs.

Allow employees to plan their office visits more strategically by showing them when others will be coming in.

In hybrid work, team members work remotely and at the office on certain days. This can help employees choose when they are most productive by showing them when their colleagues will be coming in. Employees aren't alone in the office and don't need to ask colleagues if they will be coming in on a particular day.

Share intent data in real-time with reps to activate it

Your prospects will evaluate your solution and visit your pages on third-party review sites.

This workflow automation will help you make reps aware and prompt their responses.

1. The workflow is activated when a prospect visits your listing.

2. The chatbot creates a customized account for the prospect and collects 1st-party data from your CRM, marketing automation platform, etc. The chatbot then sends all the essential information to the rep assigned.

3. The rep can click a button to take action within the message. This could be to add contacts to a particular nurture sequence or launch ads to the account.

This workflow automation will allow your company to run more efficiently and effectively. This will enable you to provide better customer service and create a positive work environment for your employees. Although the process of implementing automation can seem complicated, it is not.

What are the benefits of workflow automation?

Although the list is long, here are some key benefits.

Your workflows will run more efficiently.
Empowers to help you reimagine your business processes and transform them
Key stakeholders (e.g., employees) will benefit from a consistent, unified, conversational UX. employees)
Employee experience is improved by employees being able to skip manual, time-consuming, and error-prone tasks
It avoids human error that could negatively impact customer experience
You can send employees real-time notifications

If you are thinking to automate your business processes and want to know more about web and software development options - contact us at anytime with any questions. It is our first priority to assist you!✌️