7 advantages to automating your workflow

Workflow automation allows you and your employees to save time on administrative and repetitive tasks, so they can focus on more important business goals. 

In addition, automating your workflow helps you avoid the issues associated with manual work, such as human error.

Many stages of workflows can be automated to speed up processes and cut back on costs. Developing an automated workflow for repetitive, laborious tasks, such as customer communication, can help your business grow. Automation can be applied to many different tasks while providing you with detailed record-keeping that’s error-free. Here are the benefits of workflow automation

No. 1: Speeds up task management

Whether you’re a SCRUM master or simply need help managing your task load to promote a better work/life balance, automation speeds up the management and completion of tasks. For example, without automation, a software development team might not be able to manage projects as effectively or meet deadlines. In this case, a workforce management system can automate insights to help team leaders identify bottlenecks and come up with creative solutions to advanced problems.

Not only can developers benefit from automation, but so can anyone. Does anyone in your organization perform data entry? Automation can automatically populate forms and spreadsheets from databases to ensure correct data. Not only will this save someone time, but it also prevents the risk of someone typing in the wrong number or letter.

No. 2: Reduces labor costs

Automating essential tasks can lower costs because it reduces administrative tasks and repetitive tasks, ultimately decreasing the number of hours needed to perform those tasks. Not only that but digitizing documents can help boost productivity while automatic validation ensures incorrect data can’t move through the workflow and prevent problems later on. 

For example, if someone enters a wrong number, the problem might not be discovered until it’s too late, which means hours upon hours of finding the error and fixing it. Automation prevents this by ensuring the data is correct at every stage of the process. Instead of letting the wrong letter throw your employees on a quest to find the right information and remedy the problem, you can save on labor costs by having smaller teams that can get more work done.

No. 3: Reduces errors

As we’ve already mentioned, human error is always an accident, but it can be pricey. Manual processing means just one employee can throw off the entire workflow, no matter what you’re doing. For example, suppose you’re performing equipment testing, which requires employees to write down numbers and other types of information. In that case, the person who must type up the information can easily misread a calculation. 

Automation can’t misread calculations, especially when you use software that integrates with all of your processes to ensure every number and letter is in its proper place, this is why many companies lean into test equipment and generators. Errors lead to delays, unhappy partners and customers, and even compliance issues, so the fewer, the better. 

No. 4: Streamlines approvals

If your business has a long approval process for anything, including purchasing products, then you already know how long it can take for a request to get approved. When using a manual approval process, staff members must deliver documentation to approvers and chase them down when they don’t get a response. 

Using automation can make the approval process quick and painless. It can send documentation to the right person based on logic while allowing approvers to sign documents digitally to prevent delays. 

No. 5: Improve customer relationships

Automating workflows can help you quickly respond to customers with accurate information. With fewer errors and delays associated with automation, you can enhance the customer experience with products and services that can be promptly delivered. 

Not only that, but automated workflows can help you quickly address customer concerns. As you know, customers expect a quick reply when they have a concern. To solve this problem, you can set up an alert for your customer service representatives that alerts them when a new issue needs their attention as soon as possible. 

No. 6: Happier employees

Happy employees are more productive employees, making them more likely to help your business succeed. Sitting at a desk doing the same tasks over and over can lead to burnout and fatigue. Instead of relying on your employees to do manual, repetitive tasks, you can automate their workflows and allow them to do more exciting tasks every day. 

By saving them time on the boring tasks that are just a part of the job, they’ll be more excited to come into work to focus on achieving business goals.

No. 7: Scalable

Workflow automation requires you to understand everything you can do with it to make your business more efficient. However, the time you spend learning about automation can help you save time in the future because it’s easily scalable. 

As you know, every department has different responsibilities and needs, but all of them can benefit from automation. For example, accounting can automate invoicing while HR automates paid time off requests. 

As soon as you design and implement a workflow, you can scale it and add more tasks to it. In addition, automation will become easier the longer you use it, which means finding and fixing issues within your business will, too. 

workflow-automation

Do You Need Workflow Automation?

If you’re still using manual processes, then it’s time to look into all of the different ways automation can help. Doing all of your work manually can cause bottlenecks and inefficiencies. These inefficiencies can force your employees to spend too much time on tasks that automation could be doing. 

Manual processes are slow and require more people and more time. Not only that, but you can easily lose important documentation. You also can leave yourself open to human error, which can be detrimental. 

Automating workflows allows you to do more in less time with fewer errors. With automation, your business can optimally function. Plus, your employees will be happy to spend more time on the parts of their jobs that matter.

About the author

Matt-Casadona

Matt Casadona has a Bachelor of Science in Business Administration, with a concentration in Marketing and a minor in Psychology. Matt is passionate about marketing and business strategy and enjoys San Diego life, traveling, and music. 

15+ of the best free productivity tools you should know about

Need more time in a day? We all do.

Consider the potential of some of the latest and greatest productivity tools that can help you be more efficient, focused and/or organized.

About 55 percent of retailers believe better technology can positively impact productivity. At the same time, once distracted, it takes 23 minutes for productive workers to get back on track and complete the task they started working on.

Therefore, online tools can potentially help us get more done. The following are at least 15 of the best free productivity tools you should know about.

(And if you’re working from home, check out our 11 tips to be more productive.)

Time-management productivity tools

RescueTime

RescueTime operates in the background of your device, quietly logging your activity without serving as a distraction. You’ll be able to see how much time you spend doing various things, such as visiting a particular website or using certain apps.

This tool also allows you to set targets and alerts to help you curtail poor productivity habits. In other words, it helps you limit wasted time on your devices, especially since it’s cross-platform.

The free version of RescueTime offers up to three months of data for analysis. Any paid subscription has no limits on data and also includes additional features.

Todoist

Got a small team in need of time management? Todoist might be for you. The easy-to-use tool bridges time management with traditional to-do lists and a light amount of project management.

Todoist gives you a daily and weekly overview of what work you have to do, appointments scheduled and anything else you’re tracking. You can also delegate tasks to others as desired.

It integrates with dozens of apps and services to help you automate your trackable workflow. The free version limits you to five people and 80 active projects at any given time, but paid subscriptions are available for more functionality.

Clockify

Clockify is brilliant in its simplicity and is absolutely unlimited and free to all users. Consider it similar to a stopwatch where you can easily record how long you spend working on different projects.

When you start a timer, you can add labels, descriptions and project details. Then, just hit “stop” when you’re finished. This tool allows you to configure timers to start as soon as you open your internet browser (so you don’t have to remember to start a timer), so be sure to dig around in those settings to find what works best for you and your work style.

Clockify also integrates with other applications, such as Trello, Asana, Jira and Todoist, among others. If you prefer, you can use it as a browser extension rather than the full application or in its mobile app form instead of the full desktop web application.

Beeminder

Would a bit of gamification help you hit your productivity goals? Or, some other goal? Consider trying Beeminder

You actually can track almost anything using this tool, whether it’s how many contracts you get customers to sign per week, how many hours you work per day or how often you go to the gym. Anything.

Beeminder is considerably flexible and will log your progress once you set your goal. You then aim to stick to the “yellow brick road,” which is the progress graph that is supposed to keep you on point with your targets to ultimately reach your goal.

You can even take things up a notch and add your credit card to the tool so that you can be fined when/if you fail to stay on track.

Toggl

Known for its simple time tracking at its core, Toggl works on multiple platforms and synchronizes so that you can move between devices and still track your work.

Features include:

  • The availability of manual and automated tracking
  • A Pomodoro timer, which is a time management method of working in intervals for 25 minutes at a time
  • Automatic detection of idle time
  • Reminders
  • Integrations with other apps and services
  • Highly flexible customizations

While Toggl offers detailed reports, there is no invoicing option within the tool itself.

StayFocused

A free Chrome extension that restricts the amount of time you are allowed to spend on “time-wasting websites” like Facebook (for example), StayFocused offers a ton of customizing options, such as which websites to block, how long to block them and so on.

It is only available on Chrome right now.

Project-management productivity tools

Asana

Asana aims to help everyone stay on-task and organized together. The team-productivity tool helps you keep all projects and tasks in one spot, where you can assign different users to specific jobs.

Features include:

  • Ability to build a visual Gantt chart quickly
  • See and track work on Kanban boards
  • Calendar functionality
  • Integrates with other apps
  • Goal-setting mechanisms
  • Real-time reporting
  • Automation capability
  • View distribution of workload across team members

While free to start, Asana has paid subscriptions if you have a team of half a dozen workers or more.

Freedcamp

A central spot for project planning and organization, Freedcamp allows you to add project to-dos, share files and join discussions with team members.

A bonus with Freedcamp is that much of the functionality is included in its free version. Any advance features (like integrating invoices) can be pay-per-add-on, allowing you to pay for only what you need.

It’s cross-platform and integrates with many other applications and services.

Trello

Trello is a project-management tool that at first glance resembles a Pinterest board except without all the photos. Instead, it’s a visual presentation of lists, labels, tasks and so on that you can easily drag and drop as you like.

Its features are all geared toward productivity and teamwork, where your team can collaborate. Trello integrates with other apps and services and also offers no-coding automation. 

The free version is likely enough for small teams, but paid subscriptions are available if you need more.

Save-for-later productivity tools

Google Drive

Granted, we can’t talk about Google Drive without at least mentioning the slate of other tools within the Google universe. But Google Drive still stands on its own as a cross-platform cloud storage and organization tool.

This makes it easy to share (and even edit with Google Docs and Google Spreadsheets) all types of files.

Team-wise, Google Drive offers the ability to chat and share notes within a document, and it’s completely free.

Evernote

Evernote enables you to save notes (both audio and text), organize photos, set reminders and upload attachments across all your devices in one place.

One of the common uses of Evernote involves its bookmarklet, where you can easily “clip” web articles and store them to read later on any device.

It also integrates with other apps and services. The free version allows you to sync two devices. If you need to sync more (or simply want more storage space), you might consider one of the paid subscriptions.

Pocket

Need a place to save the great content that you don’t have time to read (or watch) in that moment? Pocket can help.

Saved content formats include articles, images, videos and so on).

Social media productivity tools

Efficiently managing your social media accounts definitely requires the right tool. Fortunately, there are several free options out there that can work, depending on the platforms you’re on and the needs that you have.

Check out these 11 free (or almost free) social media management tools that can help you be more effective with your social media presence.

Miscellaneous productivity tools

Slack

Slack organizes how your team communicates with each other. You can break up conversations into channels so that each channel provides a focus.

In addition, you can connect your team to another collaborating team if desired. Direct messaging and voice/video calls also are available.

Slack integrates with other applications and is cross-platform. The free version is very robust, but if you find yourself needing more than the messaging archive or app-integration limit, consider one of the paid subscriptions.

LastPass

The password struggle is real and can be a real time suck. LastPass remembers all your passwords and can be used across several devices.

Not only will this tool store your passwords in its secured vault, it also will audit your passwords to help you create better, more secure ones.

The free version has plenty of features and is still very secure, but if you’re looking to be able to add employees to certain password folders, for example, consider a paid subscription.

Right Inbox

A Chrome extension, Right Inbox allows you to set up multiple signatures, email sequences, delayed sends and more.

The idea is to stay on top of the chaos that might be your email inbox.

A bonus feature is built-in email tracking.

While you’re looking at boosting your productivity, think about how you can improve your digital marketing process. Is it everything you want it to be? DailyStory features automation, audience segmentation and more. Schedule your free demo with us today.