When To Use Workflow Automation: Beginner’s Guide

Learn the tricks and strategies for knowing when to automate (and how to do it!)

Workflow automation is no longer a new phenomenon in the corporate world; it’s becoming central to how companies — and their employees — understand their work. But if you’re considering implementing or updating workflows for the first time, where do you begin?

How can you know which of your current processes call out for automation? What kinds of clicks and emails and data input could be streamlined and automated, so that you can spend more time on higher-value activities? In this guide, we will walk you through the steps to decide whether a process is ripe for automation and how to approach creating a workflow (with actionable success stories from industry-leading companies who have already done it!).

Download the ebook for in-depth insights on:

• The first 5 questions to ask before automating any process 
• 15 of the most common (and successful) workflow automation use cases
• How to get the ball rolling on your digital transformation