What is a Workflow Automation Example?

Laura Parker
Jul 2024

Workflow automation has become a vital tool for businesses aiming to enhance efficiency and reduce human error. Understanding workflow automation examples can help businesses grasp its practical applications and benefits. By using workflow software, companies can streamline their processes, ensuring tasks are completed consistently and accurately.

Workflow automation examples illustrate how businesses can automate routine tasks, freeing up employees to focus on more strategic activities. Implementing the right workflow software allows organizations to document their processes as flowcharts and execute them as workflows, with tasks properly assigned to each person involved. This approach not only reduces mistakes but also improves visibility and service to customers.

What is a Workflow Automation Example?

What is the difference between workflow automation and automation

The terms “workflow automation” and “automation” are often used interchangeably, yet they represent distinct concepts within the business process management landscape. Understanding these differences is crucial for implementing the most effective strategies.

Workflow automation: Refers to the use of technology to automate a sequence of tasks within a specific business process. This ensures that each task is triggered by the completion of the previous one, creating a seamless and efficient flow of activities. In this context, workflow automation examples can help illustrate how businesses streamline operations, reduce errors, and improve overall productivity.

Automation: A broader term that encompasses any task performed by machines or software without human intervention. This can include anything from simple data entry to complex machine operations. Unlike workflow automation, these tasks are not necessarily part of a sequential process.

Key distinctions between workflow automation and general automation include:

Scope of Application:

  • Workflow Automation: Focuses on end-to-end processes, integrating multiple tasks and ensuring they are executed in a specific order.
  • Automation: Can apply to individual tasks or activities, irrespective of their position within a process.

Sequence and Dependency:

  • Workflow Automation: Tasks are interdependent, with each step triggering the next.
  • Automation: Tasks operate independently, without requiring a preceding action to initiate them.


  • Workflow Automation Examples: Automating the onboarding process for new employees, where each step (e.g., document submission, account setup, training schedule) follows a predetermined sequence.
  • General Automation: Automating data backup or a single-step task like email filtering.

Implementing effective workflow automation software can significantly enhance a business’s operational efficiency by ensuring that complex processes are handled smoothly and consistently.

What are three examples of automation

Automation is increasingly becoming a cornerstone of modern business operations, with a wide range of applications across various industries. Here are three automation examples in real life that highlight its diverse uses:

Customer Support Chatbots:

  • Example: Many businesses use AI-powered chatbots to handle customer inquiries. These chatbots can answer frequently asked questions, guide customers through troubleshooting steps, and even process simple transactions, all without human intervention.
  • Benefit: This automation not only improves response times but also allows human support agents to focus on more complex issues, enhancing overall customer service.

Automated Marketing Campaigns:

  • Example: Companies leverage marketing automation software to manage email campaigns, social media postings, and targeted ads. These tools can segment audiences, personalize messages, and schedule posts automatically based on customer behavior and preferences.
  • Benefit: Automation in marketing ensures timely and relevant communication with customers, increasing engagement and conversion rates.

Inventory Management Systems:

  • Example: Retailers and manufacturers use automated inventory management systems to track stock levels, predict demand, and reorder products. These systems often integrate with sales data to provide real-time insights and automate restocking processes.
  • Benefit: This reduces the risk of stockouts or overstocking, optimizes inventory levels, and improves overall supply chain efficiency.

These automation examples in real life demonstrate how automation can streamline operations, reduce manual effort, and enhance business performance. By adopting automation, businesses can achieve greater efficiency and focus their resources on strategic growth initiatives.

What is workflow automation example

To fully appreciate the impact of workflow automation, it’s essential to explore concrete workflow automation examples. One notable example is the employee onboarding process.

Example: Employee Onboarding Process:

Document Collection:

  • Automation: When a new hire accepts an offer, the workflow automation software sends an email with a list of required documents and forms.
  • Benefit: This ensures all necessary paperwork is collected promptly and consistently.

Account Setup:

  • Automation: Once documents are submitted, the system triggers the creation of necessary accounts (e.g., email, HR systems, project management tools) for the new employee.
  • Benefit: Automating account setup reduces delays and ensures new hires are ready to start from day one.

Training Schedule:

  • Automation: The workflow automatically schedules orientation sessions and training programs, notifying both the new hire and relevant trainers.
  • Benefit: This guarantees that training is organized efficiently, ensuring new employees quickly become productive members of the team.

Task Assignment:

  • Automation: The new hire is automatically assigned initial tasks and introduced to their team through scheduled meetings.
  • Benefit: This fosters immediate engagement and clarity in the new hire’s role, promoting a smoother transition into the organization.

This workflow automation example illustrates how businesses can streamline complex processes involving multiple steps and participants. By implementing workflow automation software, organizations not only enhance efficiency but also ensure a consistent and positive experience for new employees.

How can I automate my workflow

Automating your workflow involves selecting and implementing the right tools to streamline processes and reduce manual tasks. Here’s how you can get started with workflow automation software and workflow automation tools.

Identify Repetitive Tasks:

  • Step: Start by analyzing your business processes to identify tasks that are repetitive and time-consuming. Common candidates for automation include data entry, approval processes, and email notifications.
  • Benefit: Pinpointing these tasks helps you understand where automation can have the most significant impact.

Choose the Right Workflow Automation Software:

  • Step: Select a workflow automation software that fits your needs. Look for features like process mapping, task assignment, and integration capabilities with other tools you use.
  • Benefit: The right software will be easy to use, even for team members with minimal technical expertise, ensuring smooth adoption and utilization.

Utilize Workflow Automation Tools:

  • Step: Explore various workflow automation tools available in the market. Some popular options include beSlick and Zapier, which allow you to create automated workflows tailored to your business needs.
  • Benefit: These tools can automate a wide range of tasks, from simple data transfers to complex multi-step processes, enhancing overall efficiency.

Consider Workflow Automation Tools Free:

  • Step: If you’re just starting, consider trying workflow automation tools free versions. Many tools offer free plans with essential features that can help you get started without any initial investment.
  • Benefit: Using free tools allows you to experiment with automation and understand its benefits before committing to paid plans.

Implement and Monitor:

  • Step: Once you’ve selected your tools, implement them by setting up workflows and automations. Continuously monitor the performance of these workflows to ensure they are running smoothly and making the desired impact.
  • Benefit: Regular monitoring and optimization help maintain efficiency and adapt to changing business needs.

By leveraging workflow automation software and tools, businesses can significantly enhance productivity, reduce errors, and improve overall process management.

What is a Workflow Automation Example?

Transform Your Business with Workflow Automation: Real-Life Examples and Tools

Implementing workflow automation is not just a competitive advantage; it’s a necessity. By understanding the differences between workflow automation and general automation, and by exploring practical automation examples in real life, businesses can better appreciate the potential of these technologies. Concrete workflow automation examples, like employee onboarding, demonstrate the transformative power of automating complex processes.

Utilizing the right workflow automation software and workflow automation tools, such as beSlick and Zapier, can streamline operations, reduce errors, and improve overall efficiency. Starting with free versions of these tools allows businesses to experiment and identify the most impactful automations before making significant investments.

Ready to enhance your business operations with workflow automation? Explore beSlick’s comprehensive solutions and see how our software can streamline your processes, improve efficiency, and drive growth. Learn more about workflow software and discover workflow automation examples that can transform your business today.

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, Author of The Dirty Word and CEO at beSlick

Alister Esam is a successful entrepreneur and investor, having bootstrapped his fintech software business eShare to international status operating in over 40 countries and servicing 20,000 board directors, before successfully exiting to a multibillion-dollar organisation in 2018. He now invests in a variety of startups and on a global mission to make work, work.