What can be automated?

Repetitive, rule-based steps: moving data between tools, routine notifications, approvals, and similar. Judgement-heavy work should stay with people.

Should I automate a process straight away?

No. Fix and simplify the process first. Automating a broken process just gives you faster problems.

← Glossary

Systems & tools

Workflow Automation

Also known as: process automation

Workflow automation is using software to carry out repetitive, rule-based steps in a process automatically, instead of relying on people to do them by hand.

Key takeaways

Workflow automation uses software to handle repetitive, rule-based steps instead of people.
Done well it makes processes faster and less error-prone; done badly it automates a broken process.
Fix and simplify the process first, then automate it.

Automation removes the manual glue-work that quietly eats a team's time: copying data between tools, chasing approvals, sending routine updates. Done well, it makes processes faster and less error-prone. Done badly, it just automates a broken process and locks the mess in place.

The order matters: fix and simplify the process first, then automate it. Automating chaos gives you faster chaos.

Commonly confused with

Systems integration

Integration connects tools so data flows. Automation triggers actions and steps. They often work together.

Frequently asked

What can be automated?: Repetitive, rule-based steps: moving data between tools, routine notifications, approvals, and similar. Judgement-heavy work should stay with people.
Should I automate a process straight away?: No. Fix and simplify the process first. Automating a broken process just gives you faster problems.

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