Workflow automation involves the utilization of technology and software to simplify and automate repetitive and time consuming tasks in the organization. It encompasses the creation, implementation, and supervision of automated workflows with the aim of enhancing efficiency, minimizing manual involvement, and maximizing productivity. Read this presentation to know more.

1. Top 10 Workflow Automation Examples
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2. What is Workflow Automation?
Workflow automation involves the
utilization of technology and software to
simplify and automate repetitive and time
consuming tasks in the organization. It
encompasses the creation,
implementation, and supervision of
automated workflows with the aim of
enhancing efficiency, minimizing manual
involvement, and maximizing productivity.
As per the report, the workflow
automation market is expected to
increase by US $5247.2 million in
revenue.

3. 1. IT Service Desk
• Implement workflow automation in IT
service desks enterprises and allows IT
staff to redirect their efforts towards
more complex issues and processes
while improving overall efficiency.
• For example- a chatbot that acts as a
communication bridge between your
business communications platform
(e.g., Slack) and other applications. By
providing easily customizable request
templates within the platform,
employees can easily create service
requests.
Top 8 Workflow Automation
Examples

4. 2. Customer Onboarding
Customer onboarding process includes
multiple steps like onboarding registration,
data validation, document verification,
account creation, welcome email, progress
tracking, and integration with the CRM
system. With workflow automation in
customer onboarding process, organizations
can-
1. Automate welcome messages and offer
assistance
2. Create self-service information
3. Guided onboarding
4. Offer autonomous data verification
5. Give personalized recommendations

5. 3. Employee Onboarding
As per some report, around 88% of organizations
lack proper employee onboarding process.
Having workflow automation in he employee
onboarding process businesses can-
1. Automate employee screening
2. Screen Candidates
3. Schedule interview
4. Create self service assistance
5. Offer instant resolution via chatbot

6. 4. Incident Management
Automated incident management system can
alleviate the challenges associated with
identifying, resolving, and preventing
mistakes. With a pre-defined workflow a
businesses can create a chatbot to initiate
ticket creation in business communication
platform whenever an incident occurs. This
chatbot can collect essential details such as
a brief summary of the issue, the customer's
name, and the urgency level for resolution.

7. 5. Invoice Processing
Instead of employees handling invoice
processing, workflow automation can extract
invoices from multiple systems, analyze the
data, verify it with the database, initiate the
payment, and make a record for audit
purposes. This leads to improved efficiency,
cost savings, and increased productivity for the
organization as a whole.

8. 6. Electronic Health
Record Management
With predefined workflow and ready
integration, healthcare providers can
manage patient registration,
appointment scheduling, data
management, task assignment,
billing, reporting, and analytics
autonomously. That’s how workflow
automation can help streamlining
electronic health record
management process and offer value
patient care.

9. 7. Customer Support
Workflow automation in your
customer support department offers
numerous advantages. By
leveraging automation tools such as
chatbots and a digital help desk, you
can empower customers to find
solutions to their problems
independently, even before
contacting a support agent.

10. 8. Payment Process Management
• The implementation of workflow automation
greatly simplifies payment processes by
utilizing appropriate automations. When an
expense form reaches the finance team, the
necessary information is seamlessly integrated
into the electronic system.
• As a result, the reimbursement amount is
promptly included in the employee's upcoming
paycheck. Moreover, it is even feasible to
enhance the efficiency of this procedure by
setting up rules to automatically approve
recurring employee expenses, like monthly
phone bills. efficiency of the onboarding
process.

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