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What is Workflow Automation?

If you’re new to the world of process automation, the amount of buzz words can be overwhelming. From the number of software tools that enable process automation to the practices your organization can set in place, there is a list of things you should know.

Workflow automation is a key term to know for everyone seeking to digitize and modernize their business. Automation is a powerful means to easily innovate and improve business efficiency and improve the way people work.

So, what exactly is workflow automation?

What is workflow automation

To start, you might be wondering about the term ‘workflow’.

A workflow is a process that includes a sequence of related steps required to complete a task or activity. While workflows can be completed manually, the modern era of business has enabled workflows to be digitized and driven through automation. This allows many time-consuming administrative tasks to be completed without the need for human intervention.

Workflow automation enables collaboration on an entirely new level. This tool ensures that your work flows from person to person, system to system, to the cloud and back—without bottlenecks or breakdowns. So, your teams can work smarter, faster, and be more connected than ever before.

What can you accomplish with workflow automation?

Nowadays there are an endless number of processes that your organization can begin to automate. From every corner of your internal business processes, there is something, somewhere that can be enhanced using automation.

Imagine a scenario where your HR department came to you asked you to find a way to improve the employee onboarding process. Typically onboarding requires a high volume of documents to be distributed, reviewed, and signed; the issuance and delivery of equipment and software; the transference of data across various systems; and communication among individuals and teams to welcome their new coworker.

The process becomes tedious, complicated, and disorganized if it is not properly documented and digitized. This is where workflow automation can help.

With process automation software, line of business owners can easily set up an automated workflow that automatically generate and send documents and forms to the appropriate individual, create system records for the new employee after an offer letter is signed that pulls data from previous paperwork, schedule an orientation meeting that automatically invites the new employee, and then pings IT to let them know what equipment the new employee will need.

Every step of the process is laid out clearly, managed automatically, and moves forward efficiently without the need for paper chasing, confusion, or delays, so your team can stop focusing on overseeing the menial tasks within your internal processes and place more attention on more high-impact work.

This is only one example of what you can do with workflow automation. If you’re interested in what other processes can be improved upon with workflow automation, click here.

How to implement workflow automation

Transforming your business processes might seem daunting at first, but it’s easier than you would expect. By leveraging the Nintex Process Platform, you can ensure every process in your business runs effectively.

With Nintex, you can quickly and intuitively design workflows with our user-friendly, drag-and-drop canvas, making it easier than ever to conceptualize and visualize your workflows right in front of you. Build your processes based on real-world scenarios to solve your most pressing challenges, send automated messages wherever your team works, collaborate on content, and connect all the business apps and systems you use throughout your organization.

Follow these simple steps to start improving your processes in a quick turnaround.

  1. Map existing processes and identify inefficient processes
  2. Automate the processes that a ripe for improvement
  3. Analyze and improve your automated processes

Many businesses have taken advantage of the power of workflow automation. If you would like to learn more about how other organizations implemented workflow automation into their processes, click here.



If you are interested in learning more about how your organization can start using Nintex to implement workflow automation, click here to request a free live demo.



Alex Valdesuso-Pinney

Alex is a new addition to the Nintex Marketing team, as he is now a Marketing Specialist on the Corporate Communications team after completing a year-long internship with Nintex starting in the summer of 2019. He just completed his undergrad studies at Pitzer College in Southern California, double majoring in Psychology and Media Studies.

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