What is Workflow Automation and Why is it Important?

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An organization needs to develop strategies and complete the work in an organized manner. All the operations need to be accomplished effectively. To achieve the same, the right type of workflow needs to be used.

A competent workflow requires automation.


Manual tasks are time-consuming, prone to errors, and very expensive.

Therefore, to make sure that the workflow is effective, workflow automation software is necessary. But, understanding the benefits of workflow automation, one question needs to be answered, what is workflow? 

What is workflow?

Everything has a hierarchical order which needs to be followed to do work in an organized manner. Workflow is a set of steps performed sequentially over time. This enables people and the system to achieve a goal. Establishing a workflow and implementing it effectively is a key factor in determining the success of a business. Most people use it in their business and personal lives. 

What is Workflow Automation

A workflow can have conditions, branches, and loopholes. For example, for publishing a document, one of the steps is to get the written document approved. This step is a condition.

This software enables businesses to model and implement their workflows on a visual canvas. They are used in almost every industry like manufacturing, finance, travel, defense, customer service, and the list goes on. The workflows used in all these industries differ from each other. They are created for multiple uses like recruiting employees, render customer support in a customer service industry, content marketing, travel escapades, and meetings.

They are an essential tool to implement, standardize and optimize processes. It also helps in achieving organizational efficiency. Workflow has other benefits too. It improves productivity, reduces error, and keeps things consistent among the initiative or the project.

Types of workflow

There are three types of workflows’: 

  • 1. Process workflow: A process workflow happens when a particular set of tasks is foreseeable and repetitive. This implies that before an item begins the workflow, you recognize exactly what path it should take.
  • 2. Case workflow: In a case workflow, the path to complete the item at the start is unknown. As more and more data is gathered, the path is revealed. For example, support tickets and insurance claims. Although in this type, the workflow is dependent on a human or an intelligent bot to follow a proper path, just like the process workflow, they can handle unlimited items.
  • 3. Project workflow: Projects have a structured path just like the processes, but there could also be more flexibility along the way. Consider releasing a brand-new version of your website. You will be able to predict the sequence of tasks required to finish the project. Most of the predictions are accurate.

Workflow management

As all organizations grow, they find obstacles in their way and find challenges in managing, maintaining, and scaling their business processes. With the economic developments, businesses need to be able to adjust when it comes to optimizing operations. They must figure out new ways to raise productivity, lower costs, increase ROI and more effectively meet the needs of the consumers. To address these challenges, many organizations turn to workflow management.

Workflow management

Workflow management is the combination of several tasks and projects. Mainly, it is concerned about the pattern of the work in the company. It also shows the method of completion of the work by internal teams. It is a software tool that aims to solve regular business processes. It is software that can store data.

By using Workflow management software, an organization has many advantages. 

  • It reduces the cost of the project
  • sets reminder
  • reduces errors
  • has effective tools
  • saves time with automation tools
  • stores the data about a project, and
  • creates an efficient management and workflow optimization process.

Workflow optimization

Workflow Optimization means modifying your existing workflow to enhance your work efficiency. This will lead to a reduction in task completion time. It requires planning, creating strategies, and effectively implementing the strategies. 

Workflow optimization

Some strategies involve choosing the right tool which means analyzing the features, business standards, compatibility, and prices. Another strategy may be automating tasks as far as it may be possible because that would lead to a reduction in manual work and time management

An organization should discover ways to make the workflow faster. All the workflows should be documented as it will help in evaluating future workflows and new employees will be trained easily. Workflow optimization will execute business processes smoothly and enhance the overall performance of the organization.

It is an essential element in workflow management software. This type of software can be highly beneficial to a business. A lot of software’s are available in the market and based on the features and tools which are being provided, an ideal software should be selected. The best workflow management software is PeppyBiz.

Workflow can be done in two ways i.e., manual and automatic. Manual work requires constant catching up, lots of paperwork, and superhuman strength. Automation is a swiss knife for workflow. It helps you focus on core work, takes care of repeatable tasks, and increases productivity. 

Workflow automation

Workflow automation is primarily designed for the flow of work. In a world of sales, you cannot afford to manually complete innumerable tasks. On top of that, even the smallest slip can cost the company dearly.

Workflow automation

Digital transformation comes bearing gifts. One of its best gifts is easing the process of automation. Automation ensures production flows without bottlenecks or breakdowns. It also enables your team to work smarter, faster, and more connected than ever before.

Benefits of workflow automation

Workflow Automation has the following benefits

  • It improves the work and not just the processes: When the processes are automated, nothing slips through the cracks. It enhances the capabilities of employees and reduces the time taken to complete tasks. 
  • It connects the system and not just the people: Automation helps in sharing processes across different platforms and connects content from different data sources.
  • It helps in time management: Paperwork can get exhausting and time-consuming. With automation, you can use electronic forms and documents and save significant time and money. As you are not wasting time, the workflow works faster. Workflow automation gets tasks done in no time making the day available to complete more tasks.
  • Creates documents: It creates documents automatically. Creating these documents can be hefty and is prone to all forms of human error. Automation fixes all that. Data can be merged from multiple sources and the required documents can be created with just one click.
  • It keeps moving while you are moving: Workflow when made mobile, functions in both ways, online as well as offline. This keeps the business moving. Automated workflow is how you can work together and get ahead faster, stronger, and more connected.
  • It also promotes transparency and accountability: With workflow automated, you can proactively manage the work if needed or watch it go through its paces. Having a completely transparent workflow helps people in succeeding at their job. It reduces decision time and increases action time.
  • It can increase employee morale: This can happen as more can be accomplished with less support. Reduced email threads and discussion over process, reduced decision fatigue and more value-added work, and increased transparency for all staff may increase the work efficiency of the employees.

Workflow management software

A workflow management software functions with workflow automation. A workflow management system is a software tool shaped to help simplify routine business processes for maximum effectiveness. Workflow management systems automate a sequential path of tasks for the data to follow for it to process.

Examples of a workflow management system may be a document management workflow system and a project management workflow system.

The age of digitization demands the usage of document management software. It reduces the hectic paperwork. It also offers loads of features such as creating, tracking, editing, storing, and managing business-related documents. Further, it makes the files accessible to any employee at any place.

The other advantages which make it an ideal system to use are listed below - 

  • the simplification of documentation
  • reduced human error
  • easier access to data, cost reduction
  • easier collaboration
  • higher security
  • record-keeping 
  • better backup.

To boost the productivity of the business a system like this needs to be adopted. A Project management workflow is designed to ensure productive results for the company and it aims at reaching the set milestone.

It defines the role of every member in the team, provides time management and gives schedules to the right people, monitors the project and shares the reports, centralizes all the details of the task, organizes tools, shares project status, uses project management tools, and allocates resources to the members.

This system supervises the team and ensures teamwork. It comprehends and uses the information to provide quality content. It makes sure resources are fully optimized while controlling the budget. The success rate of the business increases after using this system as it meets deadlines and comprehends the future.

The software available in the market is PeppyBiz, Asana, Bitrix24, Jira, ClickUp, and Proofhub.

Creating workflow

A workflow may also be called a blueprint of your ideas. It should be well-thought and planned. Efficiency is important, but something as important as all these things is creativity. A creative workflow aligns creative processes involved in a project. It serves innumerable benefits.

Creating workflow

Some of them could be as mentioned below: 

  • saving time
  • defining project goals
  • outlining the key idea of the project, and 
  • effective communication

A series of steps need to be followed to make a creative workflow. It makes the business look more organized and unique. It becomes a trustworthy business because of the transparency which is maintained by the usage of such a workflow.

Nowadays, workflow diagrams and workflow templates are being created. The creation of these is a whole new and different process in itself. There is a difference between the two and both are necessary for the business. 

A workflow diagram is made using symbols and visualizes the steps which need to be followed. Earlier these were created on paper, but with the changing technology, and with the introduction of automation of technology, they are created online. An example of a workflow diagram may be tracking orders on e-commerce. 

A workflow template uses pictures, graphics, charts, and layouts. Workflow templates may be readymade or you can create your own, the latter is a better option. 

Workflow analysis

For workflow optimization, the first step which needs to be followed is finding errors. A workflow analysis is essential for understanding the reasons for failure. This step is important so that improved and informed decisions can be taken to promote the growth of the business.

Workflow analysis

A workflow may have loopholes and they need to be filled to achieve the goals. Finding the areas of improvement will lead to the adoption of better strategies.

With the world changing at a faster pace, changes need to be adapted to. A new and modified form of workflow is available, known as the Agile workflow, which is being adopted by many software companies. The usage of this type will lead to an increase in profits. 

In this workflow, the limelight is given to the customers. Feedback is taken from the customers and action is taken accordingly. This retains the present customers and attracts new ones as well. The implementation of Agile workflow is lengthy but easy, and the results are commendable. 


A business can be helped in any way possible with the use of workflow automation.

From minimizing the hardcore risks in your business to encouraging and communicating with the clients, workflow automation helps in anything and everything. This is all about workflow automation. 

About the author 

Sara Williams

Sara is a content writer at PeppyBiz, a platform that helps you automate routine processes into workflows in your Slow workspace through workflow builder software

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