Workflow Automation Examples

Laura Parker
Jul 2024

Efficiency and productivity are paramount. One of the key strategies businesses employ to achieve this is workflow automation. This powerful approach leverages workflow software to streamline repetitive tasks, reduce human error, and free up valuable time for more strategic activities. By implementing workflow automation through advanced workflow software, businesses can not only improve their operational efficiency but also enhance customer service, reduce costs, and scale more easily.

Workflow software plays a crucial role in enabling automation by providing the tools and frameworks necessary to design, execute, and monitor automated workflows. These software solutions allow businesses to document their processes as dynamic flowcharts, ensuring tasks are properly assigned and executed. In this article, we’ll explore various workflow automation examples, delve into the different types of automation, and provide insights on how you can implement these strategies in your own business to achieve significant improvements in efficiency and productivity.

Workflow Automation Examples

What does workflow automation do

Workflow automation is a transformative approach that leverages technology to perform tasks automatically based on predefined rules and triggers. The primary functions of workflow automation include streamlining repetitive tasks, reducing the likelihood of human error, and enhancing overall productivity. By implementing the best workflow automation services, businesses can ensure that routine processes are executed consistently and efficiently, freeing up employees to focus on more strategic and creative endeavors.

Key benefits of workflow automation include:

  • Improved Efficiency: Automates repetitive tasks, allowing employees to focus on higher-value activities.
  • Error Reduction: Minimizes human errors by ensuring tasks are completed accurately and consistently.
  • Enhanced Productivity: Speeds up processes and reduces the time required to complete tasks.
  • Better Visibility: Provides real-time insights into task progress, helping managers track performance and identify bottlenecks quickly.
  • Cost Savings: Reduces operational costs by minimizing manual interventions and optimizing resource utilization.
  • Seamless Integration: Integrates with existing systems to facilitate easy adoption without disrupting current operations.
  • User-Friendly Interfaces: Allows even non-technical users to design and manage automated workflows easily.

The workflow automation software offers these benefits, ensuring that businesses can optimize their operations and achieve better outcomes. Automated workflows provide real-time insights into task progress, which is crucial for maintaining high standards of service delivery and ensuring customer satisfaction. Furthermore, workflow automation helps in reducing operational costs by minimizing manual interventions and optimizing resource utilization.

Overall, workflow automation not only enhances efficiency but also contributes to better decision-making and improved business outcomes.

What are the different types of workflow automation

Workflow automation encompasses a variety of types, each tailored to address specific business needs and processes. Understanding these different types can help businesses select the right approach to optimize their operations effectively.

Automation workflow diagrams are invaluable tools that visually represent these different types of workflow automation, making it easier to understand and implement them.

Sequential Workflow Automation:

  • Description: Tasks are executed in a specific order, one after the other.
  • Example: A purchase order process where approval, order placement, and invoice generation happen in a sequence.

Parallel Workflow Automation:

  • Description: Multiple tasks are executed simultaneously.
  • Example: In a recruitment process, background checks and reference calls are conducted at the same time.

Conditional Workflow Automation:

  • Description: Tasks are executed based on certain conditions or triggers.
  • Example: A customer service workflow where a follow-up email is sent if a ticket remains unresolved for more than 48 hours.

Rule-Based Workflow Automation:

  • Description: Tasks are performed according to predefined business rules.
  • Example: Automatically applying discounts to invoices if payment is received within a specific period.

Dynamic Workflow Automation:

  • Description: The workflow adapts in real-time based on the data inputs or changes.
  • Example: Adjusting production schedules dynamically based on real-time inventory levels and demand forecasts.

Using an automation workflow diagram can help illustrate these types of workflows, providing a clear visual representation that aids in planning and implementation. These diagrams highlight the flow of tasks, decision points, and parallel processes, making it easier to identify potential improvements and ensure smooth execution.

By leveraging the appropriate type of workflow automation, businesses can significantly enhance their operational efficiency, ensuring tasks are completed accurately and on time. This tailored approach helps in addressing specific needs, thereby maximizing the benefits of automation.

Workflow Automation Examples

What is a workflow automation tool

Workflow automation tools are software applications designed to automate various business processes by managing tasks, data, and operations systematically. These tools play a crucial role in helping businesses streamline their operations, improve efficiency, and reduce the manual effort required to complete repetitive tasks. The right tools can transform the way businesses operate, making processes faster, more accurate, and more transparent.

A workflow automation specialist is often needed for implementing and managing complex workflow automation tools. These professionals possess the expertise to assess business processes, identify opportunities for automation, and configure the tools to meet specific organizational needs. However, beSlick stands out by offering an intuitive and user-friendly interface that eliminates the need for a dedicated specialist. Even those without technical expertise can easily configure and manage their workflows using beSlick.

Key features of workflow automation tools include:

  • Task Management: Automates task assignments, tracking, and completion, ensuring that all tasks are performed on time and according to the predefined process.
  • Process Mapping: Allows users to document and visualize processes, often using flowcharts or diagrams, to ensure clarity and consistency.
  • Integration Capabilities: Connects with other business systems and applications to ensure seamless data flow and process integration.
  • Real-Time Monitoring: Provides real-time insights into process performance, helping managers to track progress, identify bottlenecks, and make informed decisions.
  • Customization: Offers flexibility to tailor workflows to specific business needs, including setting conditions, triggers, and rules for various tasks.

Workflow automation specialists typically play a pivotal role in:

  • Assessing Needs: Analyzing current workflows to identify areas that can benefit from automation.
  • Implementing Solutions: Configuring and deploying workflow automation tools to align with business requirements.
  • Training and Support: Educating staff on how to use the tools and providing ongoing support to ensure smooth operation.
  • Continuous Improvement: Monitoring automated processes and making necessary adjustments to enhance performance and efficiency.

However, with beSlick, businesses can bypass these complexities. beSlick’s user-friendly design ensures that anyone in the organization can configure and implement automated workflows with ease. This simplicity not only accelerates the adoption of workflow automation but also reduces the costs associated with hiring specialized personnel.

By utilizing advanced workflow automation tools like beSlick, businesses can achieve significant improvements in operational efficiency, accuracy, and productivity. These tools are essential for modern businesses looking to stay competitive in a rapidly evolving market.

What is an example of workflow automation

Workflow automation can be applied across various industries, significantly enhancing efficiency and productivity. One notable example of automation in industry is the use of automated workflows in manufacturing.

In a manufacturing setting, workflow automation can streamline production processes from start to finish. For instance, consider the automation of inventory management and production scheduling:

Inventory Management:

  • Automated Stock Replenishment: When inventory levels fall below a predetermined threshold, the system automatically generates purchase orders to replenish stock. This ensures that production is never halted due to a lack of materials.
  • Real-Time Tracking: Automated workflows track inventory in real-time, providing accurate data on stock levels, usage rates, and reorder points. This visibility helps in maintaining optimal inventory levels and reducing carrying costs.

Production Scheduling:

  • Dynamic Scheduling: Workflow automation tools can adjust production schedules dynamically based on real-time data inputs such as order demand, machine availability, and labor resources. This flexibility ensures that production runs smoothly and efficiently.
  • Task Automation: Repetitive tasks such as quality checks, machine maintenance reminders, and shift allocations can be automated, ensuring that they are performed consistently and on time.

By leveraging automation workflow diagrams, manufacturers can visualize and optimize these processes. Diagrams help in identifying inefficiencies, streamlining operations, and ensuring that all steps are performed in the correct order. This not only improves production efficiency but also enhances product quality and reduces downtime.

Moreover, automation extends beyond manufacturing. For instance, in the healthcare industry, automated workflows can manage patient records, appointment scheduling, and billing processes, thereby reducing administrative burdens and improving patient care.

Overall, workflow automation examples like these illustrate how automation can be tailored to meet specific industry needs, leading to significant improvements in operational efficiency and effectiveness.

How to create a workflow automation

Creating a workflow automation can significantly enhance the efficiency and productivity of your business. This is especially beneficial for small businesses that need to optimize their resources and operations without incurring high costs. Here’s a step-by-step guide to creating a workflow automation for small business using workflow automation software.

Identify Processes to Automate:

  • Select Routine Tasks: Start by identifying repetitive and time-consuming tasks that can benefit from automation. Common examples include invoicing, customer support ticketing, and inventory management.
  • Assess Complexity: Ensure that the processes you choose are straightforward enough to be automated without extensive customization.

Map Out the Workflow:

  • Create a Flowchart: Use a workflow automation software to document each step of the process in a flowchart. This visual representation helps in understanding the sequence of tasks and decision points.
  • Define Rules and Triggers: Specify the conditions under which each task should be performed. For instance, set up triggers for sending automated follow-up emails after a certain period.

Choose the Right Tool:

  • User-Friendly Software: Select a workflow automation tool that is easy to use and does not require technical expertise. beSlick is an excellent option as it allows even non-technical users to configure and manage workflows effortlessly.
  • Integration Capabilities: Ensure the tool can integrate with your existing systems (e.g., CRM, accounting software) to streamline data flow and enhance functionality.

Configure the Workflow:

  • Set Up Tasks and Deadlines: Define each task within the software, assign responsibilities, and set deadlines to ensure timely completion.
  • Test the Workflow: Before fully implementing the automation, run tests to identify and resolve any issues or bottlenecks.

Implement and Monitor:

  • Deploy the Automation: Once tested, implement the workflow automation across your business processes.
  • Monitor Performance: Continuously monitor the automated workflows to ensure they are functioning correctly and efficiently. Gather feedback from users and make necessary adjustments.

Continuous Improvement:

  • Analyze and Optimize: Regularly review the performance of automated workflows. Use insights gained to optimize and refine processes for even better efficiency.

By following these steps and utilizing workflow automation software like beSlick, small businesses can create effective workflow automations that save time, reduce errors, and improve overall productivity. The simplicity and ease of use of beSlick ensure that businesses can achieve these benefits without the need for a dedicated workflow automation specialist.

Workflow Automation Examples

What are three examples of automation

Automation is becoming increasingly prevalent in various aspects of business operations, enhancing efficiency and productivity. Here are three notable automation examples in business that demonstrate its versatility and benefits.

Customer Relationship Management (CRM) Automation:

  • Description: CRM systems automate the management of customer interactions and data throughout the customer lifecycle.
  • Example: When a lead fills out a contact form on the website, the CRM automatically updates the lead status, assigns it to a sales representative, and sends a personalized welcome email. Follow-up tasks and reminders are also automated based on the lead’s activity.
  • Benefit: Improved lead management, timely follow-ups, enhanced customer engagement, and increased conversion rates.

Accounts Payable Automation:

  • Description: Automating the accounts payable process to manage invoices, approvals, and payments efficiently.
  • Example: When a vendor submits an invoice, the system captures and validates the data, routes it for approval based on predefined rules, and schedules the payment once approved. Reminders and notifications are automatically sent to ensure timely action.
  • Benefit: Faster invoice processing, reduced errors, improved compliance, and better cash flow management.

Employee Onboarding Automation:

  • Description: Streamlining the onboarding process for new hires through automation.
  • Example: Once a candidate accepts a job offer, the system automatically sends onboarding documents, schedules orientation sessions, assigns mandatory training courses, and sets up IT access and equipment requests. Progress is tracked and reported automatically.
  • Benefit: Efficient onboarding process, consistent new hire experience, reduced administrative workload, and quicker integration of new employees.

These automation examples in business illustrate how automation can be applied across different domains to improve efficiency, accuracy, and overall business performance. By adopting automation, businesses can save time, reduce manual effort, and achieve better outcomes in their respective activities.

What are examples of process automation

Process automation can significantly improve efficiency and productivity in various business contexts, particularly for small businesses that need to maximize their resources. Here are some process and workflow automation examples for small business that demonstrate the tangible benefits of automating processes.

Automated Customer Support:

  • Description: Automating customer support to handle inquiries and issues efficiently.
  • Example: A small business can use a chatbot on their website to handle common customer queries 24/7. The chatbot can provide instant responses, escalate complex issues to human agents, and follow up with customers to ensure satisfaction.
  • Benefit: Improved customer service, reduced response times, and lower support costs.

Automated Social Media Management:

  • Description: Using automation tools to manage social media posts and engagement.
  • Example: A small business can schedule social media posts across multiple platforms using tools like Hootsuite or Buffer. These tools can also automate responses to comments and messages based on predefined rules.
  • Benefit: Consistent social media presence, increased engagement, and efficient use of marketing resources.

Sales and Marketing Automation:

  • Description: Streamlining sales and marketing processes to nurture leads and drive conversions.
  • Example: A business can automate email marketing campaigns where potential customers receive a series of targeted emails based on their behavior and interactions with the business. CRM systems can also automate follow-up reminders for sales teams to contact leads at the right time.
  • Benefit: Higher conversion rates, personalized customer experience, and optimized sales cycles.

Invoice and Payment Processing:

  • Description: Automating the invoicing and payment process to ensure timely transactions.
  • Example: A small business can use accounting software to automatically generate invoices upon completion of a sale, send them to clients, and follow up on overdue payments. The system can also reconcile payments with bank records automatically.
  • Benefit: Faster payment cycles, reduced manual errors, and improved financial management.

These process and workflow automation examples highlight how process automation can streamline operations, improve efficiency, and enhance overall business performance. By adopting these automated processes, small businesses can save time, reduce costs, and focus more on strategic growth activities.

What is the difference between RPA and workflow automation

Robotic Process Automation (RPA) and workflow automation are often mentioned in the same context, but they serve distinct purposes and have different capabilities. Understanding the differences between these two can help businesses choose the right solution for their needs.

Workflow Automation:

  • Description: Workflow automation involves using software to manage and automate a series of tasks or processes based on predefined rules and triggers.
  • Example: An automated approval process for expense reports where employees submit their reports, which are then automatically routed to managers for approval and subsequently processed by the finance department.
  • Use Cases: Workflow automation is ideal for processes that require coordination across multiple tasks and stakeholders, such as project management, customer service workflows, and HR onboarding processes.

Robotic Process Automation (RPA):

  • Description: RPA uses software robots or “bots” to mimic human actions and interact with digital systems. These bots can perform repetitive tasks by following specific instructions.
  • Example: A bot that logs into an invoicing system, extracts data from received invoices, and inputs this information into an accounting system without any human intervention.
  • Use Cases: RPA is best suited for highly repetitive, rule-based tasks that do not require human judgment, such as data entry, transaction processing, and routine report generation.

Key Differences:

Scope and Complexity:

  • Workflow Automation: Focuses on end-to-end process management involving multiple steps and participants. It provides a structured flow of tasks.
  • RPA: Focuses on automating individual tasks or actions that are part of a larger process. It is typically used for specific, repetitive tasks.

Integration and Flexibility:

  • Workflow Automation: Integrates seamlessly with various business applications and systems, allowing for dynamic changes and real-time updates.
  • RPA: Can work with legacy systems without requiring integration. Bots operate on the user interface level, mimicking human interactions with software applications.


  • Workflow Automation: Usually requires process mapping and the configuration of workflows within a dedicated platform.
  • RPA: Involves programming bots to perform specific tasks, which can often be done with low-code or no-code platforms, making it relatively quick to deploy.

Workflow automation examples demonstrate its effectiveness in managing complex processes with multiple steps, whereas RPA shines in handling repetitive, high-volume tasks. Businesses can benefit from both technologies, depending on their specific needs and the nature of the tasks they aim to automate.

Workflow Automation Examples

Unlocking the Power of Workflow Automation: Real-World Examples and Benefits

workflow automation is a powerful tool that can transform the way businesses operate by streamlining processes, reducing errors, and improving efficiency. From enhancing customer service and managing social media to automating sales and invoicing, the benefits of implementing workflow automation are substantial. By understanding the various types of workflow automation and how they can be applied, businesses can make informed decisions about the best solutions for their needs.

The distinction between Robotic Process Automation (RPA) and workflow automation further highlights the versatility of automation technologies. While workflow automation focuses on managing entire processes involving multiple tasks and participants, RPA excels at automating specific, repetitive tasks. Together, these tools can provide comprehensive automation solutions that enhance operational efficiency and productivity.

For small businesses, the implementation of workflow automation does not have to be complex or require specialized personnel. Tools like beSlick offer intuitive interfaces that make it easy for anyone to configure and manage automated workflows, ensuring that businesses of all sizes can reap the benefits of automation without significant overhead.

Ready to streamline your business operations and boost efficiency? Explore how beSlick can help you achieve your automation goals. Visit beSlick’s workflow software today to learn more and start optimizing your workflows.

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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.