What is Workflow With an Example?

Laura Parker
Jun 2024

Workflows are integral to efficient business operations, ensuring tasks are completed systematically and consistently. But what exactly is a workflow, and how does it benefit your business? In simple terms, a workflow is a sequence of tasks that processes a set of data. It’s a vital component in achieving efficiency and consistency in operations. By leveraging workflow software, businesses can streamline their processes, reduce errors, and enhance productivity.

Understanding the workflow meaning in business is crucial for implementing effective workflows that drive success. A well-structured workflow can transform chaotic procedures into organized steps, making it easier for employees to follow and complete tasks. This not only improves individual performance but also elevates the overall efficiency of the organization. In this article, we will explore various aspects of workflows with examples and practical insights, helping you to harness their full potential.

What is Workflow With an Example?

What is an example of a workflow document

A workflow document outlines a sequence of steps necessary to complete a task or process, ensuring that all participants understand their roles and responsibilities. For instance, in a simple project workflow example, the steps might include project initiation, planning, execution, monitoring, and closure. Each step is documented, specifying who is responsible for what and when each task should be completed. This clarity prevents misunderstandings and ensures that everyone is on the same page.

In a more detailed business workflow example, consider the process of handling customer support requests. The workflow document might start with receiving a support ticket, assigning it to the appropriate team member, investigating the issue, communicating with the customer, resolving the problem, and closing the ticket. Each stage of the process is clearly defined, with designated responsibilities and timelines, ensuring that customer issues are resolved efficiently and effectively. This structured approach not only improves response times but also enhances customer satisfaction and loyalty.

beSlick offers a comprehensive template library of workflow examples, making it easy for businesses to get started with their workflow documentation. These templates cover a variety of business processes, including:

Using beSlick’s templates, businesses can quickly implement effective workflows tailored to their specific needs, ensuring consistency and efficiency across all operations.

What is a workflow diagram with an example

A workflow diagram visually represents the steps involved in a process, helping to identify inefficiencies and areas for improvement. It uses symbols and arrows to illustrate the flow of tasks, making it easier to understand complex processes at a glance. For example, a free workflow diagram tool can help you map out the process of onboarding a new employee. This diagram would illustrate steps like document submission, system setup, training sessions, and final integration into the team, providing a clear visual guide for each phase.

The use of data to support organizational workflow is crucial in creating these diagrams. Data can highlight bottlenecks, delays, and redundant steps, offering insights into where improvements can be made. For instance, by analyzing the time taken for each step in the employee onboarding process, a company can identify stages that consistently cause delays and take corrective action. This data-driven approach ensures that workflows are not only efficient but also continuously optimized.

When creating a workflow diagram, it’s important to include:

  • Start and End Points: Clearly define where the workflow begins and ends.
  • Tasks and Steps: List each task or step in the process, ensuring they are detailed and specific.
  • Decision Points: Include any points where decisions are made, branching into different paths.
  • Dependencies: Show the dependencies between tasks, indicating which tasks need to be completed before others can start.
  • Responsible Parties: Identify who is responsible for each task to ensure accountability.
  • Timeline: Include timelines or deadlines for each step to manage expectations and track progress.

Using workflow diagrams, businesses can:

  • Improve Clarity: Visual representations make it easier for everyone to understand the process.
  • Identify Bottlenecks: Data analysis helps pinpoint stages where delays occur.
  • Enhance Communication: Clear diagrams facilitate better communication among team members.
  • Increase Efficiency: By continuously optimizing workflows based on data insights.

beSlick’s platform supports creating and managing these diagrams, ensuring that businesses can leverage both visual and data-driven insights to enhance their processes.

What is an example of a data workflow

Data workflows manage the flow of data through various stages, ensuring accuracy and consistency. An example of a data workflow might involve collecting data from multiple sources, processing it for analysis, and then generating reports. Data workflow tools and data workflow automation can streamline this process, reducing the risk of errors and improving efficiency.

A data workflow diagram can visually map out this process. For instance, in a marketing campaign, the workflow might start with data collection from social media, email campaigns, and website analytics. The next step would involve data cleaning and processing, followed by analysis using various tools to generate insights and reports. This diagram helps in visualizing the data flow, identifying bottlenecks, and optimizing each step for better performance.

Here’s an example of a data workflow in bullet points:

  • Data Collection: Gather data from multiple sources such as social media platforms, email campaigns, and web analytics.
  • Data Cleaning: Remove duplicates, correct errors, and standardize formats.
  • Data Processing: Aggregate data into a single database, perform calculations, and prepare it for analysis.
  • Data Analysis: Use analytical tools to interpret the data and generate insights.
  • Report Generation: Create reports and dashboards to present the findings to stakeholders.

The importance of workflow in healthcare is particularly significant. Data workflows in healthcare ensure that patient information is accurately recorded, processed, and accessible to healthcare providers when needed. A typical healthcare data workflow might involve patient data collection at the point of care, transferring this data to an electronic health record (EHR) system, processing it for billing, and using the data for patient follow-up and care management. Automation tools can help in streamlining these steps, ensuring that data is handled efficiently and securely.

Using data workflow tools and automation, businesses and healthcare providers can:

  • Enhance Accuracy: Automation reduces the risk of human error.
  • Increase Efficiency: Streamlined workflows save time and resources.
  • Improve Data Management: Better organization and accessibility of data.
  • Ensure Compliance: Adherence to regulatory standards for data handling.

beSlick’s platform offers robust data workflow tools that support automation and provide clear workflow diagrams, enabling organizations to manage their data workflows effectively and efficiently.

What is Workflow With an Example?

How to create a workflow template

Creating a workflow template involves identifying the key steps in your process and documenting them in a format that can be easily followed and replicated. While workflow software open source options are available, they can be hard to implement. A low-cost workflow mapping option is beSlick. Management teams value beSlick for its ease of use, ensuring that end users can adopt and utilize the tool effectively without extensive training. By utilizing beSlick’s templates, businesses can quickly implement structured workflows, ensuring consistency and improving overall productivity.

A good workflow documentation template will include detailed descriptions of each step, responsible parties, deadlines, and any necessary resources. This template can then be adapted for various projects, ensuring consistency and efficiency across your organization.

To create an effective workflow template, follow these steps:

  • Define Objectives: Clearly outline the purpose of the workflow and the desired outcomes.
  • List Steps: Identify and list all the tasks that need to be completed.
  • Assign Responsibilities: Specify who is responsible for each task.
  • Set Deadlines: Establish timelines for each task to ensure the workflow stays on track.
  • Identify Resources: Note any resources or tools needed to complete each step.
  • Create the Template: Use workflow software like beSlick to design and document the workflow.

Here is an example of what a simple workflow template might include:

Objective: Streamline the content approval process.


  • Draft content
  • Review by the editor
  • Feedback and revisions
  • Final approval
  • Publish content


  • Content Writer: Draft content
  • Editor: Review and provide feedback
  • Content Writer: Revise content based on feedback
  • Manager: Final approval


  • Draft: 2 days
  • Review: 1 day
  • Revisions: 1 day
  • Final Approval: 1 day


  • Content management system
  • Editing tools
  • Communication platform

Using a structured workflow documentation template helps ensure that all aspects of the workflow are considered and clearly outlined. This makes it easier for team members to understand their roles and responsibilities, leading to more efficient and effective processes.

beSlick combined with Zapier, offers a powerful solution. IT directors appreciate beSlick for its straightforward implementation and powerful automation capabilities. This integration allows businesses to not only map workflow templates but automate their workflows and execute them as tasks.

Streamline Your Business with Effective Workflows

Workflows are essential for streamlining business processes, reducing errors, and improving overall efficiency. By utilizing workflow documents, diagrams, and templates, businesses can better manage tasks and ensure consistent results. Whether you are handling customer support requests or managing data workflows, the right tools and templates can make all the difference.

beSlick offers a comprehensive solution that combines ease of use with powerful automation capabilities. Its integration with Zapier allows businesses to automate workflows across multiple apps effortlessly, making it a preferred choice for IT directors and management alike. This ensures that workflows are not only efficient but also easy to implement and use.

Ready to streamline your business processes? Explore more about how beSlick’s workflow software can help you achieve your goals. Learn about the meaning of workflow in business to get started today!

Need a better way to track team tasks & workflow?
Need a better way to track team tasks & workflow?

, 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.