11 key benefits of workflow automation

If manual processes are slowing you down, causing errors, and eating into your profits, you need workflow automation. With workflow automation, you automate specific tasks and processes in your business to overcome some of the problems inherent in manual work.

The good news is that a surprising number of workflows are ripe for automation. That’s according to research by enterprise technology provider WorkMarket, which found that 74 percent of respondents think automation could handle at least some of their daily tasks.

Workflow automation comes with a whole heap of benefits too. Below, we outline five of the most important.

1. Save time

How much of your employees’ time is consumed by repetitive work that could be automated? Chances are it’s a lot. For example, according to Gartner, accounting teams spend up to 30 percent of their time on manual accounting rework. For a company with 40 full-time accountants, automating those tasks would save 25,000 hours of staff time.

When you implement workflow automation, employees don’t have to do monotonous, time-intensive tasks. Instead, you free up their time so they can help your business grow.

2. Save money

Automation doesn’t just save your company time; it can save you money. This happens in several ways.

The first is a direct result of saving time, which leaves your team free to focus on revenue-generating activities. Second, by adopting new workflow automation software, companies can reduce their reliance on the expensive and outdated legacy solutions employees need to complete manual work. Third, fewer errors combined with an increase in compliance means organizations spend less money fixing mistakes and dealing with regulatory issues.

3. Increase productivity

This benefit is pretty straightforward, and we’ve touched on it already. When your team doesn’t have to waste time on repetitive tasks, they have more time to focus on work that matters and are more productive as a result.

With repetitive busywork removed, employees are also less likely to experience the brain drain that can occur when completing mind-numbing tasks. This can leave them more motivated to work harder on important tasks.

4. Reduce errors

Manual processes aren’t just time-intensive — they’re also often prone to errors.

These errors can occur in any number of ways. Handwritten forms can be hard to read, and team members can enter information from digital forms improperly or make incorrect manual calculations. Worse still, the more repetitive the task, the more likely it is that employees will lose focus and make a mistake.

By applying workflow automation solutions to automate data entry and approval workflows, you can all but eliminate human error. For example, there’s no need to manually input data into multiple systems because once the data is recorded, it can be automatically shared between spreadsheets and databases.

5. Streamline approvals

Manual approval processes are an enormous time suck. They can slow down workflows and lead to errors and missed deadlines. Often, employees spend more time sending and chasing documents than they do signing off on work and tackling tasks.

Digitize and automate the approval process, and all of these problems disappear. With automatic routing, sign-offs are sent to the correct approver based on conditional logic as soon as someone completes a step in the process. Approvers get automatic notifications to remind them that documents are waiting for their attention.

6. Increase transparency

Processes of all kinds involve different people at different points, but when tasks are completed manually, they tend to become disjointed from one another. No one has a good overview of the process as a result, making it a challenge to understand, analyze, and improve.

Using workflow automation makes your processes more transparent. It allows everyone to see what happens before and after they get involved, giving people a greater sense of control over their work. Automation tools also provide valuable data about your processes and task completion, so you can easily see where delays tend to occur, for example, and make improvements.    

7. Promote accountability

Manual processes tend to go undocumented, with managers expecting employees to implicitly understand their roles and prioritize work appropriately. But the lack of transparency and guidance isn’t ideal if you want to develop a high-performing team.

Workflow automation tools allow you to create tasks, assign them to employees, and indicate work priorities. These tactics highlight individual contributions to larger projects and set clear expectations for team members, all of which contributes a culture of accountability.

8. Improve the customer experience and vendor relationships

As mentioned above, manual processes take more time and introduce errors, which may inadvertently delay vendor payments and contracts, drag down customer service scores, jeopardize sales opportunities, and more.

You might not think that continuing to perform tasks manually could have such an impact, but if your competitors are automating, they’re likely to get higher marks from outsiders for speed, accuracy, and responsiveness.

Workflow automation streamlines your interactions with external parties. For example, you could send automated confirmation emails after receiving customer orders. You could automate vendor contract generation and use e-signatures. You could automatically assign leads to members of your sales team after every landing page form submission and populate your lead database — the possibilities are endless.

9. Manage multiple tasks easily

No one has just one thing going on at work. We usually have more things than we can count, and trying to track it all manually — and keep everything moving along — is a challenge. In fact, you probably spend more time managing tasks than actually doing them!

Automation software removes the bulk of a manager’s low-level administrative tasks. There’s no need to send reminders, request updates, and decipher spreadsheets. You can easily get an overview of tasks and their statuses, see what your team is working on at any given time, and send automated reminders for work that’s coming due.

Workflow automation can also keep projects proceeding smoothly by automatically notifying team members when they have a job to do.

10. Increase employee engagement

Would you be alarmed to learn that nearly half your employees are bored at any given moment? And that 33 percent of employees cite boredom as their main reason for leaving a company? Repetitive, menial tasks are a major contributor to boredom in the workplace, so the more you can do to offload these tasks from workers’ plates, the better.

Automation can handle ho-hum administrative assignments so your employees don’t have to. Rather than spending time inputting data or sending emails, they can be solving customer problems, for example, or negotiating the details of vendor contracts.

Meaningful work keeps employees engaged, which makes them more motivated to do their best work and less likely to leave. That’s good for them — and for you.

11. Increase organizational efficiency

Implementing workflow automation isn’t just about automating discrete tasks, such as inputting form data into a CRM. That’s certainly helpful, but there’s also the bigger picture to consider: Eliminating manual tasks opens the door to greater efficiencies across the entire business.

Most workflow automation tools integrate with the other tools you use on a daily basis. Take the CRM example: Using a workflow automation solution, you can automatically input form data into a CRM. That solution might also integrate with Salesforce, which means the data can be automatically relayed to your sales pipeline at the same time.

These types of efficiencies are only possible with digital processes, and workflow automation tools are a good start.

Get started with workflow automation with Jotform Workflows

Jotform Workflows makes it simple for businesses to automate and streamline their processes, boosting efficiency and productivity. With the no-code, drag-and-drop interface, you can create complex workflows in just a few clicks — no technical expertise needed.

Whether managing multistep workflows, assigning tasks, or tracking progress in real time, Jotform Workflows provides the flexibility you need.

One standout feature is the ability to request and process payments directly through your workflows. This ensures seamless payment collection without the need to switch between tools, making your processes more efficient.

You can customize your workflows using conditional logic for advanced decision-making. Additionally, you can configure integrations in the Workflow Builder using conditional logic. Your workflows will be able to adapt to specific scenarios, providing a more dynamic experience to meet your business needs. You can also set up sophisticated, rule-based notifications triggered by specific events or conditions within workflows.

From automating tasks and managing approvals to integrating with tools like OneDrive and HubSpot, Jotform Workflows simplifies your work, so you can focus on what matters most.

For businesses that want  their workflows to match their brand, Jotform Enterprise offers white labeling, which allows you to fully customize your forms and workflows. Create a professional look that reinforces your brand and improves the user experience for clients and stakeholders.

Ready to take your workflows to the next level? Start today with Jotform Workflows!