A Practical Guide to Workflow Automation

3 min readSep 27, 2021

Table of Contents

What is Workflow Automation?

Workflow automation is a set of automated actions made to carry out business processes between users and systems. Tasks that require repeating often can feel like an inadequate use of time for task managers that can be better spent in other major areas. That’s where the concept of workflow automation comes in.

What Does Workflow Automation Resemble?

In earlier times, all workflow automation would have been carried out like process workflow diagrams, now there are more stylish and intuitive forms available. Unlike flowchart, workflow software is described by easy concepts, such as Kanban Board or Checklists, that need little-to-no practice. The reason is that the progression in the workflow software means that more users have been able to automate all processes within their enterprises.

How Does Workflow Automation Save Time?

Workflow automation is nothing but the businesses not only work effectively, but more efficiently as a team by automating the task that is needed for the management, coordination, and implementation of process. With less time spent on iterative manually in-depth processes, a team can work to their own strengths to progress a business.

For instance, Employee onboarding needs a consistent and routine approach within a HR team to ensure that employees are assured in their role. An automated HR template can be an effective way to break down the difficult components in the onboarding process.

How To Automate Existing Workflows?

At Yoroflow, automating your existing workflows is as easy as typing them up in Excel. Yoroflow does the rest for you. When traditional workflow software is good at handling larger procedures, costs, and resources to use it frequently, value the benefits.

Yoroflow’s innovatively smart workflow automation solution is perfect for enterprises that need quick results. Just click the way in which you’re already managing workflow manually, for example, and Yoroflow’s Event Automation will automate it for you.

Keep Workflow Collaborative and Actionable

Do not forget to set your enterprise scope and standards and be clear and consistent in your goal and finalize. No matter how complex or detailed the business process is, with these steps in mind — you can create a concise and simple workflow template.

Example: How Does Yoroflow’s Workflow Automation Help CRMs?

The details are crucial when it comes to user interaction. In-depth understanding of users and their existing actions is crucial whether it is a refined email marketing campaign or customer relationship management process. From the data collection to billing systems, there is more work that surrounds user onboarding and further relationship management.

By ensuring that key information relating to a user is gathered directly and executed frequently, future customer retention and sales can be improved. With an effective CRM template often involving a number of persons in a team, workflow automation’s benefits have an effect on the quality of customer interaction directly:

Reduced risks from manually managing tasks
Structured processes of CRM that can be clarified
Logical task coordination
Tailored user experience
Improved workload management

Start Building Your Automated Workflow Software

Unlike some of the workflow solutions, any processes can be automated in minutes with Yoroflow. From its intuitive and user-friendly design, to its sophisticated functionality, even complex processes can be automated at a fraction of the cost and time of other workflow software. Sign up for a free trial to put Yoroflow’s instant workflow automation to work for you now.

To discover a lot about using Yoroflow not only for documenting your workflows, but automating the complex processes it describes, get in touch right away.