If marketing automation is your goal, Airtable has plenty of templates to get you started.Īutomation has also taken off in HR, where paperwork and sign-offs can be tedious and time consuming.You need to organize all the media outlets you might reach out to for press coverage, track successful outreach attempts, and monitor publication dates of articles.Īutomating all this in an Airtable base lets you automate follow-ups with reporters, and gives you a bird’s-eye view of where you stand with press coverage at any point in time. Digital marketing touchpoints are everywhere, creating plenty of opportunities for automation within existing software platforms.Īn example: Let’s say you want to streamline PR outreach for your company.Marketing processes tend to be repetitive and are easily scalable, making them prime candidates for automation.Marketing automationĪutomation is incredibly common in marketing initiatives, for two reasons: But to paint a clearer picture, here are a few specific use cases in two industries: marketing and human resources (HR). The possible use cases for automation inside most companies are endless. Reduce the need for paper documentationĮxamples of processes that benefit from automation. Improve overall productivity by making processes much faster.Greatly reduce manual data-entry errors by removing human typing from the equation.Eliminate tedious, menial tasks and duplicate work from areas of human responsibility.It's helpful to map out processes inside your company in order to see the potential benefits of automating them.Īutomating processes will help your team on a number of fronts, even beyond boosting efficiency. Run, save, or schedule API requests-which can help you import your CRM data, look up stock prices, or run a series of requestsĪutomated workflows can be simple or highly complex.Import a CSV-a move that could be helpful for inventory records, customer leads, or an email subscriber list.Send a recurring weekly email, updating your stakeholders on the progress on a recurring basis.Here are a few simple automations that can save any team time: Typically, there’s an action that triggers the automation. That tech might be a robust software platform, a sorting machine on an assembly line, or some combination of tools that integrate together. Now let’s dive into how workflow automation works.Īutomation is powered by technology. It renders work more efficient and economic, while raising the quality of outcomes. In any organization, all kinds of processes can be automated to save time, like marketing campaigns and inventory management.Ĭonceptually, automation is easy to grasp. In the end, it speeds up and increases the amount of work that’s getting done. Workflow automation is the practice of replacing repeatable tasks typically performed by people with computerized processes that do not require manual oversight.Īutomation reduces paperwork, improves results, and delegates repetitive manual tasks to software, so human talent can be saved for more creative and intellectual purposes. While large companies may lead the crowd, the push to automate is happening across industries and in companies of all sizes, as organizations learn that workflow automation can increase employee and customer satisfaction, eliminate bottlenecks, and reduce the number of human errors in any process.Ī survey of global directors found 86% of them will invest in automation technology in the next 12-26 months.īut what are the possibilities for workflow automation? And how does it work? Read on for the lowdown, plus pointers on what to look for when you choose workflow automation software. Another recent survey of global directors found that 86% of them will invest more in automation technology in the next 12-26 months. Automation adoption was thrown into overdrive.Ī 2021 Everest Group report suggests that enterprise companies will drive a 40-50% jump in the “intelligent process automation” market. But when a global pandemic forced many workers to start dialing in from the couch, large companies had a chance to rethink their workflows. Think of processing checks at banks, or claims processing at insurers. How have enterprise companies been deploying automation? Gradually, then all at once, as Hemingway once wrote.įor decades, large companies dabbled in automation, using technology to streamline repeatable processes. Learn about workflow automation, its benefits, and how to pick the right workflow automation software.
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