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Also known as: process automation, business automation, automated workflows

Workflow Automation

ConceptualOperationsProduct

Definition

Workflow Automation: Workflow automation uses software to perform repetitive tasks and processes without manual intervention. From simple email sequences to complex multi-system integrations, automation reduces errors, saves time, and enables scaling without proportional headcount growth. The best automation candidates are high-volume, rule-based processes.

Example Usage

“Automating our lead routing—matching inbound leads to reps by territory and segment—reduced response time from hours to minutes.”

Common Misconceptions

Automate everything possible. Start with high-impact, well-understood processes; automate chaos creates faster chaos.
Automation is set and forget. Monitor automated workflows; edge cases and system changes break automations.
Automation replaces humans. It handles routine work; humans handle exceptions, relationships, and judgment calls.

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