Connect. · 09 / 19
Business Automation
Automation of repetitive work
Automation of repetitive work
- 01Request routingNew
- 02Tasks and notificationsIn progress
- 03Approval workflowsReady
- 04Documents and reportsScheduled
- 05Execution trackingDone
What it is
Automation connects steps that are often carried out manually and runs them according to agreed rules. A workflow can start from a form, status change, date, payment or another event within your business systems.
When you need it
When work regularly passes between people, data is copied manually or processes depend on the team's memory.
What you receive
A tested automation workflow, documented rules and a way to track actions.
Features
From need to function.
- 01
Request routing
Automatic assignment to the appropriate person or team based on rules.
- 02
Tasks and notifications
Creation of next steps and reminders for important deadlines.
- 03
Approval workflows
Routing documents or requests between the people responsible.
- 04
Documents and reports
Generating documents from data and sending scheduled reports.
- 05
Execution tracking
Action history, error handling and points for staff intervention.
An example in practice.
Illustrative example
A new form submission creates a CRM contact, assigns a consultant and opens a follow-up task. If there is no response within the agreed time, the system sends a reminder.
Where we start
The current process steps, exceptions, responsible people and actions that need approval.